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 | $385,160 | -4.6% | 843 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $403,731 | +4.5% | 843 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $386,259 | +12.9% | 843 | -0.9% | 0.05% | -2.0% |
| Q3 2022 | $342,000 | -3.9% | 851 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $356,000 | -12.7% | 851 | -2.3% | 0.05% | -4.0% |
| Q1 2022 | $408,000 | -18.4% | 871 | -9.7% | 0.05% | -12.3% |
| Q4 2021 | $500,000 | +64.5% | 965 | +52.4% | 0.06% | +39.0% |
| Q3 2021 | $304,000 | -1.3% | 633 | +0.2% | 0.04% | -8.9% |
| Q2 2021 | $308,000 | +2.3% | 632 | 0.0% | 0.04% | -8.2% |
| Q1 2021 | $301,000 | +6.0% | 632 | +0.2% | 0.05% | 0.0% |
| Q4 2020 | $284,000 | +32.7% | 631 | 0.0% | 0.05% | +14.0% |
| Q3 2020 | $214,000 | +4.9% | 631 | 0.0% | 0.04% | -12.2% |
| Q2 2020 | $204,000 | -6.4% | 631 | -24.0% | 0.05% | -3.9% |
| Q1 2020 | $218,000 | -92.5% | 830 | -89.2% | 0.05% | -91.4% |
| Q4 2019 | $2,893,000 | +6.5% | 7,705 | -0.0% | 0.59% | -3.0% |
| Q3 2019 | $2,716,000 | +1.7% | 7,707 | +2.3% | 0.61% | -1.5% |
| Q2 2019 | $2,670,000 | +9.2% | 7,531 | +6.4% | 0.62% | +6.4% |
| Q1 2019 | $2,445,000 | +29.9% | 7,081 | +13.8% | 0.58% | +27.4% |
| Q4 2018 | $1,882,000 | -13.7% | 6,220 | +4.7% | 0.46% | -13.6% |
| Q3 2018 | $2,182,000 | +20.9% | 5,940 | +16.8% | 0.53% | +13.0% |
| Q2 2018 | $1,805,000 | +29.0% | 5,085 | +24.2% | 0.47% | +23.2% |
| Q1 2018 | $1,399,000 | – | 4,095 | – | 0.38% | – |
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% |