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 | $3,317,033 | -4.7% | 7,264 | 0.0% | 0.19% | +0.5% |
| Q2 2023 | $3,478,803 | +2.8% | 7,264 | -1.6% | 0.19% | -5.6% |
| Q1 2023 | $3,384,900 | +3.4% | 7,384 | -0.1% | 0.20% | -5.7% |
| Q4 2022 | $3,273,989 | +8.5% | 7,394 | -1.6% | 0.21% | -1.4% |
| Q3 2022 | $3,018,000 | -2.9% | 7,513 | 0.0% | 0.21% | +0.5% |
| Q2 2022 | $3,107,000 | -15.7% | 7,513 | 0.0% | 0.21% | +0.5% |
| Q1 2022 | $3,685,000 | -5.5% | 7,513 | -0.3% | 0.21% | -3.7% |
| Q4 2021 | $3,900,000 | +7.4% | 7,533 | -0.2% | 0.22% | -2.2% |
| Q3 2021 | $3,631,000 | -2.6% | 7,551 | -0.5% | 0.22% | -1.3% |
| Q2 2021 | $3,727,000 | +6.3% | 7,591 | +3.0% | 0.23% | -15.0% |
| Q1 2021 | $3,507,000 | +10.8% | 7,367 | -2.3% | 0.27% | +24.2% |
| Q4 2020 | $3,166,000 | +23.9% | 7,539 | -0.1% | 0.22% | -5.3% |
| Q3 2020 | $2,556,000 | +16.8% | 7,544 | +11.9% | 0.23% | +9.7% |
| Q2 2020 | $2,188,000 | +23.4% | 6,744 | 0.0% | 0.21% | +4.0% |
| Q1 2020 | $1,773,000 | -36.6% | 6,744 | -9.4% | 0.20% | -27.6% |
| Q4 2019 | $2,796,000 | +10.1% | 7,447 | +3.3% | 0.28% | +3.8% |
| Q3 2019 | $2,540,000 | -10.8% | 7,206 | -10.2% | 0.26% | -15.1% |
| Q2 2019 | $2,846,000 | -1.4% | 8,026 | -3.9% | 0.31% | -13.1% |
| Q1 2019 | $2,886,000 | +15.6% | 8,355 | +1.3% | 0.36% | +1.7% |
| Q4 2018 | $2,497,000 | -17.9% | 8,249 | -0.4% | 0.35% | -6.1% |
| Q3 2018 | $3,043,000 | +19.3% | 8,282 | +15.3% | 0.38% | +9.0% |
| Q2 2018 | $2,550,000 | +3.9% | 7,182 | 0.0% | 0.34% | +1.8% |
| Q1 2018 | $2,454,000 | +0.5% | 7,182 | +1.5% | 0.34% | 0.0% |
| Q4 2017 | $2,443,000 | +5.4% | 7,074 | -0.4% | 0.34% | -1.7% |
| Q3 2017 | $2,318,000 | +2.7% | 7,102 | 0.0% | 0.34% | -10.2% |
| Q2 2017 | $2,256,000 | +1.7% | 7,102 | 0.0% | 0.38% | -3.8% |
| Q1 2017 | $2,219,000 | +3.4% | 7,102 | -0.2% | 0.40% | -5.0% |
| Q4 2016 | $2,147,000 | +4.8% | 7,114 | -2.0% | 0.42% | +1.2% |
| Q3 2016 | $2,049,000 | +1.7% | 7,260 | -1.9% | 0.42% | -7.0% |
| Q2 2016 | $2,014,000 | +3.3% | 7,398 | -0.3% | 0.45% | -2.8% |
| Q1 2016 | $1,949,000 | +2.4% | 7,419 | -1.0% | 0.46% | +0.7% |
| Q4 2015 | $1,903,000 | -4.4% | 7,492 | -6.3% | 0.46% | -10.6% |
| Q3 2015 | $1,991,000 | -7.9% | 7,998 | +1.1% | 0.51% | -1.9% |
| Q2 2015 | $2,161,000 | +8.3% | 7,911 | +9.9% | 0.52% | +7.0% |
| Q1 2015 | $1,995,000 | +4.2% | 7,196 | -0.7% | 0.49% | +1.0% |
| Q4 2014 | $1,914,000 | +4.0% | 7,250 | -1.8% | 0.48% | -6.2% |
| Q3 2014 | $1,841,000 | -4.3% | 7,386 | 0.0% | 0.51% | -5.5% |
| Q2 2014 | $1,924,000 | +3.9% | 7,386 | 0.0% | 0.54% | +2.3% |
| Q1 2014 | $1,851,000 | +0.1% | 7,386 | -2.4% | 0.53% | +0.8% |
| Q4 2013 | $1,849,000 | +3.5% | 7,571 | -4.1% | 0.53% | -5.4% |
| Q3 2013 | $1,786,000 | +7.7% | 7,893 | 0.0% | 0.56% | -3.6% |
| Q2 2013 | $1,658,000 | – | 7,893 | – | 0.58% | – |
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% |