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 | $630,163 | -4.7% | 1,380 | 0.0% | 0.24% | -4.1% |
| Q2 2023 | $660,896 | +4.5% | 1,380 | 0.0% | 0.24% | +3.4% |
| Q1 2023 | $632,606 | +3.5% | 1,380 | 0.0% | 0.24% | -3.7% |
| Q4 2022 | $611,050 | +10.3% | 1,380 | 0.0% | 0.25% | +4.7% |
| Q3 2022 | $554,000 | -3.0% | 1,380 | 0.0% | 0.24% | +4.4% |
| Q2 2022 | $571,000 | -15.7% | 1,380 | 0.0% | 0.22% | -4.7% |
| Q1 2022 | $677,000 | -5.2% | 1,380 | 0.0% | 0.24% | -2.9% |
| Q4 2021 | $714,000 | +7.5% | 1,380 | 0.0% | 0.24% | +21.5% |
| Q3 2021 | $664,000 | -2.1% | 1,380 | 0.0% | 0.20% | +4.2% |
| Q2 2021 | $678,000 | +3.2% | 1,380 | 0.0% | 0.19% | 0.0% |
| Q1 2021 | $657,000 | +13.5% | 1,380 | 0.0% | 0.19% | +3.2% |
| Q4 2020 | $579,000 | +23.7% | 1,380 | 0.0% | 0.19% | +15.5% |
| Q3 2020 | $468,000 | +4.5% | 1,380 | 0.0% | 0.16% | -5.8% |
| Q2 2020 | $448,000 | +23.4% | 1,380 | 0.0% | 0.17% | +7.5% |
| Q1 2020 | $363,000 | -29.9% | 1,380 | 0.0% | 0.16% | -11.7% |
| Q4 2019 | $518,000 | +6.6% | 1,380 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $486,000 | -0.6% | 1,380 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $489,000 | +2.5% | 1,380 | 0.0% | 0.18% | -3.8% |
| Q1 2019 | $477,000 | +14.1% | 1,380 | 0.0% | 0.19% | -1.1% |
| Q4 2018 | $418,000 | -17.6% | 1,380 | 0.0% | 0.19% | -3.1% |
| Q3 2018 | $507,000 | +3.5% | 1,380 | 0.0% | 0.19% | -0.5% |
| Q2 2018 | $490,000 | +3.8% | 1,380 | 0.0% | 0.20% | +1.0% |
| Q1 2018 | $472,000 | -4.1% | 1,380 | -3.0% | 0.19% | -1.5% |
| Q4 2017 | $492,000 | +6.0% | 1,423 | 0.0% | 0.20% | +2.1% |
| Q3 2017 | $464,000 | +2.7% | 1,423 | 0.0% | 0.19% | -3.0% |
| Q2 2017 | $452,000 | +1.6% | 1,423 | 0.0% | 0.20% | -5.7% |
| Q1 2017 | $445,000 | +3.7% | 1,423 | 0.0% | 0.21% | -1.4% |
| Q4 2016 | $429,000 | +6.7% | 1,423 | 0.0% | 0.21% | +2.4% |
| Q3 2016 | $402,000 | +3.9% | 1,423 | 0.0% | 0.21% | +5.1% |
| Q2 2016 | $387,000 | +3.5% | 1,423 | 0.0% | 0.20% | -0.5% |
| Q1 2016 | $374,000 | +3.6% | 1,423 | 0.0% | 0.20% | -5.2% |
| Q4 2015 | $361,000 | +2.0% | 1,423 | 0.0% | 0.21% | +1.9% |
| Q3 2015 | $354,000 | -9.0% | 1,423 | 0.0% | 0.21% | -4.2% |
| Q2 2015 | $389,000 | -1.5% | 1,423 | 0.0% | 0.22% | +0.5% |
| Q1 2015 | $395,000 | -4.8% | 1,423 | -9.5% | 0.21% | -10.1% |
| Q4 2014 | $415,000 | +0.7% | 1,573 | -4.7% | 0.24% | +3.5% |
| Q3 2014 | $412,000 | -4.2% | 1,650 | 0.0% | 0.23% | -2.5% |
| Q2 2014 | $430,000 | +3.6% | 1,650 | 0.0% | 0.24% | -6.7% |
| Q1 2014 | $415,000 | +2.7% | 1,650 | 0.0% | 0.25% | +8.1% |
| Q4 2013 | $404,000 | +8.3% | 1,650 | 0.0% | 0.23% | +5.4% |
| Q3 2013 | $373,000 | +7.5% | 1,650 | 0.0% | 0.22% | +2.3% |
| Q2 2013 | $347,000 | – | 1,650 | – | 0.22% | – |
Download | ||||||
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% |