SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $882,841 | +11.1% | 1,740 | 0.0% | 0.22% | +2.4% |
| Q3 2023 | $794,554 | -13.9% | 1,740 | -9.8% | 0.21% | -11.0% |
| Q2 2023 | $923,338 | +4.5% | 1,928 | 0.0% | 0.24% | +1.7% |
| Q1 2023 | $883,814 | +3.5% | 1,928 | 0.0% | 0.23% | +4.0% |
| Q4 2022 | $853,699 | +10.3% | 1,928 | 0.0% | 0.22% | -1.3% |
| Q3 2022 | $774,000 | +2.9% | 1,928 | +6.0% | 0.23% | +10.2% |
| Q2 2022 | $752,000 | -9.3% | 1,819 | +7.6% | 0.20% | +2.0% |
| Q1 2022 | $829,000 | -5.3% | 1,690 | 0.0% | 0.20% | -2.9% |
| Q4 2021 | $875,000 | +7.6% | 1,690 | 0.0% | 0.21% | -1.9% |
| Q3 2021 | $813,000 | -2.0% | 1,690 | 0.0% | 0.21% | -0.9% |
| Q2 2021 | $830,000 | -0.2% | 1,690 | -3.3% | 0.21% | -5.3% |
| Q1 2021 | $832,000 | +8.8% | 1,747 | -4.1% | 0.22% | +8.2% |
| Q4 2020 | $765,000 | +24.0% | 1,822 | 0.0% | 0.21% | +12.4% |
| Q3 2020 | $617,000 | +4.4% | 1,822 | 0.0% | 0.18% | -3.1% |
| Q2 2020 | $591,000 | +23.4% | 1,822 | 0.0% | 0.19% | +8.5% |
| Q1 2020 | $479,000 | – | 1,822 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |