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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $3,888,000 | -24.2% | 15,300 | -25.7% | 0.01% | -31.2% |
| Q3 2015 | $5,127,000 | -7.6% | 20,600 | +1.5% | 0.02% | +14.3% |
| Q2 2015 | $5,546,000 | -72.3% | 20,300 | -71.8% | 0.01% | -70.2% |
| Q1 2015 | $19,989,000 | +15.7% | 72,100 | +10.2% | 0.05% | +9.3% |
| Q4 2014 | $17,273,000 | -57.9% | 65,435 | -60.3% | 0.04% | -56.1% |
| Q3 2014 | $41,048,000 | -3.5% | 164,635 | +0.8% | 0.10% | -9.3% |
| Q2 2014 | $42,556,000 | +1.0% | 163,327 | -2.9% | 0.11% | -10.0% |
| Q1 2014 | $42,154,000 | -47.3% | 168,235 | -48.6% | 0.12% | -50.6% |
| Q4 2013 | $79,974,000 | +360.1% | 327,495 | +326.5% | 0.24% | +291.9% |
| Q3 2013 | $17,381,000 | +6.7% | 76,795 | -0.9% | 0.06% | -8.8% |
| Q2 2013 | $16,286,000 | – | 77,515 | – | 0.07% | – |
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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% |