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 | $463,032 | +1.0% | 1,014 | +6.0% | 0.02% | +4.8% |
Q2 2023 | $458,316 | +9.5% | 957 | +4.8% | 0.02% | -4.5% |
Q1 2023 | $418,528 | +14.0% | 913 | +10.1% | 0.02% | +15.8% |
Q4 2022 | $367,072 | +10.2% | 829 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $333,000 | -2.9% | 829 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $343,000 | -15.7% | 829 | 0.0% | 0.02% | -9.5% |
Q1 2022 | $407,000 | +24.8% | 829 | +31.8% | 0.02% | +23.5% |
Q4 2021 | $326,000 | +7.9% | 629 | 0.0% | 0.02% | -5.6% |
Q3 2021 | $302,000 | -2.3% | 629 | 0.0% | 0.02% | -5.3% |
Q2 2021 | $309,000 | -11.5% | 629 | -14.3% | 0.02% | -17.4% |
Q1 2021 | $349,000 | +32.2% | 734 | +16.7% | 0.02% | +27.8% |
Q4 2020 | $264,000 | +23.9% | 629 | 0.0% | 0.02% | +5.9% |
Q3 2020 | $213,000 | +4.4% | 629 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $204,000 | -5.1% | 629 | -23.2% | 0.02% | -19.0% |
Q1 2020 | $215,000 | -39.9% | 819 | -14.2% | 0.02% | -27.6% |
Q4 2019 | $358,000 | +6.5% | 954 | 0.0% | 0.03% | -3.3% |
Q3 2019 | $336,000 | -0.6% | 954 | 0.0% | 0.03% | -6.2% |
Q2 2019 | $338,000 | -28.4% | 954 | -30.2% | 0.03% | -31.9% |
Q1 2019 | $472,000 | +27.6% | 1,366 | +11.7% | 0.05% | +14.6% |
Q4 2018 | $370,000 | -25.3% | 1,223 | -9.3% | 0.04% | -18.0% |
Q3 2018 | $495,000 | +14.8% | 1,348 | +10.9% | 0.05% | +6.4% |
Q2 2018 | $431,000 | +3.9% | 1,215 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $415,000 | -10.8% | 1,215 | -9.7% | 0.05% | -7.8% |
Q4 2017 | $465,000 | +9.7% | 1,346 | +3.5% | 0.05% | +4.1% |
Q3 2017 | $424,000 | +2.7% | 1,300 | 0.0% | 0.05% | -2.0% |
Q2 2017 | $413,000 | +13.5% | 1,300 | +11.6% | 0.05% | +6.4% |
Q1 2017 | $364,000 | +15.2% | 1,165 | +11.3% | 0.05% | +4.4% |
Q4 2016 | $316,000 | +6.8% | 1,047 | 0.0% | 0.04% | 0.0% |
Q3 2016 | $296,000 | +3.9% | 1,047 | 0.0% | 0.04% | +2.3% |
Q2 2016 | $285,000 | +8.8% | 1,047 | +5.0% | 0.04% | +10.0% |
Q1 2016 | $262,000 | -1.9% | 997 | -8.7% | 0.04% | -18.4% |
Q4 2013 | $267,000 | – | 1,092 | – | 0.05% | – |
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% |