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 | $748,433 | -5.2% | 1,639 | -0.5% | 0.03% | +3.6% |
| Q2 2023 | $789,244 | +4.5% | 1,648 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $755,460 | +3.5% | 1,648 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $729,718 | +5.8% | 1,648 | -4.1% | 0.03% | -3.4% |
| Q3 2022 | $690,000 | -3.8% | 1,718 | -0.9% | 0.03% | +3.6% |
| Q2 2022 | $717,000 | -16.6% | 1,733 | -1.1% | 0.03% | -3.4% |
| Q1 2022 | $860,000 | -5.5% | 1,753 | -0.3% | 0.03% | -3.3% |
| Q4 2021 | $910,000 | +5.6% | 1,758 | -2.0% | 0.03% | 0.0% |
| Q3 2021 | $862,000 | -2.0% | 1,793 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $880,000 | -3.3% | 1,793 | -6.2% | 0.03% | -5.9% |
| Q1 2021 | $910,000 | +4.1% | 1,911 | -8.2% | 0.03% | -2.9% |
| Q4 2020 | $874,000 | +6.3% | 2,081 | -14.2% | 0.04% | -5.4% |
| Q3 2020 | $822,000 | +4.4% | 2,426 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $787,000 | +23.4% | 2,426 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $638,000 | -30.0% | 2,426 | 0.0% | 0.04% | -17.0% |
| Q4 2019 | $911,000 | +6.5% | 2,426 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $855,000 | -0.6% | 2,426 | 0.0% | 0.05% | +2.2% |
| Q2 2019 | $860,000 | +2.6% | 2,426 | 0.0% | 0.05% | +2.2% |
| Q1 2019 | $838,000 | +11.9% | 2,426 | -2.0% | 0.04% | +2.3% |
| Q4 2018 | $749,000 | -19.0% | 2,476 | -1.6% | 0.04% | -12.0% |
| Q3 2018 | $925,000 | +3.6% | 2,516 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $893,000 | +3.8% | 2,516 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $860,000 | -1.0% | 2,516 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $869,000 | +1.4% | 2,516 | -4.2% | 0.05% | -3.8% |
| Q3 2017 | $857,000 | +2.8% | 2,626 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $834,000 | +1.1% | 2,626 | -0.5% | 0.05% | -8.6% |
| Q1 2017 | $825,000 | -1.1% | 2,640 | -4.5% | 0.06% | -7.9% |
| Q4 2016 | $834,000 | +6.9% | 2,765 | 0.0% | 0.06% | +1.6% |
| Q3 2016 | $780,000 | +3.6% | 2,765 | 0.0% | 0.06% | -1.6% |
| Q2 2016 | $753,000 | -1.6% | 2,765 | -5.0% | 0.06% | -7.4% |
| Q1 2016 | $765,000 | +4.9% | 2,910 | +1.4% | 0.07% | +7.9% |
| Q4 2015 | $729,000 | +0.3% | 2,870 | -1.7% | 0.06% | -4.5% |
| Q3 2015 | $727,000 | -8.4% | 2,920 | +0.5% | 0.07% | -5.7% |
| Q2 2015 | $794,000 | -1.7% | 2,905 | -0.3% | 0.07% | -6.7% |
| Q1 2015 | $808,000 | +3.2% | 2,915 | -1.7% | 0.08% | +1.4% |
| Q4 2014 | $783,000 | +6.0% | 2,965 | 0.0% | 0.07% | +1.4% |
| Q3 2014 | $739,000 | -4.4% | 2,965 | 0.0% | 0.07% | -5.2% |
| Q2 2014 | $773,000 | +1.4% | 2,965 | -2.5% | 0.08% | -1.3% |
| Q1 2014 | $762,000 | +2.3% | 3,040 | -0.3% | 0.08% | -1.3% |
| Q4 2013 | $745,000 | +8.0% | 3,050 | 0.0% | 0.08% | -2.5% |
| Q3 2013 | $690,000 | +7.6% | 3,050 | 0.0% | 0.08% | +2.5% |
| Q2 2013 | $641,000 | – | 3,050 | – | 0.08% | – |
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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% |