SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,216 | -10.8% | 537 | -13.5% | 1.59% | -62.3% |
| Q4 2022 | $274,973 | -43.8% | 621 | -34.2% | 4.23% | +42.5% |
| Q4 2021 | $489,000 | -55.1% | 944 | -58.3% | 2.97% | -0.4% |
| Q3 2021 | $1,089,000 | +74.5% | 2,265 | +52.3% | 2.98% | +361.9% |
| Q4 2020 | $624,000 | -22.3% | 1,487 | -37.2% | 0.64% | -53.9% |
| Q3 2020 | $803,000 | +76.9% | 2,369 | +69.2% | 1.40% | +34.8% |
| Q2 2020 | $454,000 | +46.9% | 1,400 | +12.9% | 1.04% | +907.8% |
| Q3 2015 | $309,000 | -30.4% | 1,240 | -30.1% | 0.10% | +4.0% |
| Q1 2014 | $444,000 | – | 1,773 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |