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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,368 | +7.7% | 1,087 | +13.0% | 0.03% | +13.3% |
| Q2 2023 | $460,711 | +4.5% | 962 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $440,990 | +3.5% | 962 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $425,964 | +6.8% | 962 | -3.1% | 0.03% | -3.1% |
| Q3 2022 | $399,000 | +33.9% | 993 | +37.9% | 0.03% | +39.1% |
| Q2 2022 | $298,000 | -17.9% | 720 | -2.7% | 0.02% | -8.0% |
| Q1 2022 | $363,000 | -5.2% | 740 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $383,000 | +7.6% | 740 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $356,000 | -1.9% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $363,000 | +0.6% | 740 | -2.4% | 0.02% | -7.4% |
| Q1 2021 | $361,000 | +13.5% | 758 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $318,000 | +20.5% | 758 | -2.8% | 0.02% | +4.2% |
| Q3 2020 | $264,000 | +1.1% | 780 | -2.9% | 0.02% | -7.7% |
| Q2 2020 | $261,000 | -41.5% | 803 | -52.7% | 0.03% | -38.1% |
| Q1 2020 | $446,000 | -31.6% | 1,697 | -2.4% | 0.04% | -14.3% |
| Q4 2019 | $652,000 | +5.5% | 1,739 | -0.9% | 0.05% | -2.0% |
| Q3 2019 | $618,000 | -0.8% | 1,755 | -0.1% | 0.05% | -3.8% |
| Q2 2019 | $623,000 | +8.5% | 1,757 | +5.7% | 0.05% | +6.1% |
| Q1 2019 | $574,000 | +13.7% | 1,662 | -0.4% | 0.05% | 0.0% |
| Q4 2018 | $505,000 | -21.9% | 1,669 | -5.3% | 0.05% | -10.9% |
| Q3 2018 | $647,000 | -4.1% | 1,762 | -7.4% | 0.06% | -8.3% |
| Q2 2018 | $675,000 | +0.7% | 1,902 | -2.9% | 0.06% | -4.8% |
| Q1 2018 | $670,000 | +11.3% | 1,959 | +12.5% | 0.06% | +12.5% |
| Q4 2017 | $602,000 | +7.9% | 1,742 | +1.9% | 0.06% | +1.8% |
| Q3 2017 | $558,000 | +2.8% | 1,710 | 0.0% | 0.06% | -1.8% |
| Q2 2017 | $543,000 | +1.7% | 1,710 | 0.0% | 0.06% | -3.4% |
| Q1 2017 | $534,000 | +16.1% | 1,710 | +12.2% | 0.06% | +9.4% |
| Q4 2016 | $460,000 | +7.0% | 1,524 | 0.0% | 0.05% | -1.9% |
| Q3 2016 | $430,000 | +12.0% | 1,524 | +8.1% | 0.05% | +5.9% |
| Q2 2016 | $384,000 | +3.8% | 1,410 | 0.0% | 0.05% | -1.9% |
| Q1 2016 | $370,000 | -2.6% | 1,410 | -5.6% | 0.05% | -3.7% |
| Q4 2015 | $380,000 | +10.8% | 1,494 | +8.3% | 0.05% | +1.9% |
| Q3 2015 | $343,000 | -9.0% | 1,379 | 0.0% | 0.05% | -3.6% |
| Q2 2015 | $377,000 | -5.8% | 1,379 | -4.5% | 0.06% | -5.2% |
| Q1 2015 | $400,000 | +17.0% | 1,444 | +11.6% | 0.06% | +16.0% |
| Q4 2014 | $342,000 | +1.2% | 1,294 | -4.6% | 0.05% | -2.0% |
| Q3 2014 | $338,000 | +0.9% | 1,356 | +5.4% | 0.05% | -1.9% |
| Q2 2014 | $335,000 | +6.7% | 1,286 | +2.6% | 0.05% | +2.0% |
| Q1 2014 | $314,000 | +28.2% | 1,254 | +24.9% | 0.05% | +24.4% |
| Q4 2013 | $245,000 | +6.1% | 1,004 | -1.9% | 0.04% | -2.4% |
| Q3 2013 | $231,000 | +10.0% | 1,023 | +2.5% | 0.04% | +2.4% |
| Q2 2013 | $210,000 | – | 998 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |