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 | $64,759,771 | -4.4% | 141,818 | +0.2% | 7.52% | -13.7% |
| Q2 2023 | $67,754,750 | +8.1% | 141,477 | +3.5% | 8.71% | +0.5% |
| Q1 2023 | $62,677,482 | +108222.4% | 136,728 | +4.6% | 8.67% | +1.5% |
| Q4 2022 | $57,862 | -99.9% | 130,674 | +3.0% | 8.55% | +13.9% |
| Q3 2022 | $50,975,000 | +12.0% | 126,910 | +15.3% | 7.51% | +1.4% |
| Q2 2022 | $45,520,000 | -10.8% | 110,086 | +5.8% | 7.40% | +1.8% |
| Q1 2022 | $51,034,000 | -3.9% | 104,057 | +1.4% | 7.27% | -0.3% |
| Q4 2021 | $53,111,000 | +8.5% | 102,594 | +0.8% | 7.30% | -1.3% |
| Q3 2021 | $48,938,000 | -0.4% | 101,768 | +1.7% | 7.39% | -0.8% |
| Q2 2021 | $49,121,000 | +4.4% | 100,042 | +1.2% | 7.45% | -2.4% |
| Q1 2021 | $47,045,000 | +13.4% | 98,824 | +0.0% | 7.64% | +5.4% |
| Q4 2020 | $41,484,000 | +24.1% | 98,791 | +0.2% | 7.25% | +10.9% |
| Q3 2020 | $33,419,000 | +10.8% | 98,631 | +6.1% | 6.54% | +2.6% |
| Q2 2020 | $30,169,000 | +25.9% | 92,973 | +2.0% | 6.37% | -9.7% |
| Q1 2020 | $23,967,000 | -20.9% | 91,171 | +13.0% | 7.06% | -1.2% |
| Q4 2019 | $30,282,000 | +7.2% | 80,671 | +0.6% | 7.14% | +0.2% |
| Q3 2019 | $28,251,000 | +15.6% | 80,151 | +16.3% | 7.12% | +12.7% |
| Q2 2019 | $24,438,000 | +22.7% | 68,917 | +19.6% | 6.32% | +18.0% |
| Q1 2019 | $19,909,000 | +13.7% | 57,640 | -0.4% | 5.36% | -1.3% |
| Q4 2018 | $17,516,000 | -12.4% | 57,872 | +6.3% | 5.43% | +1.0% |
| Q3 2018 | $20,001,000 | +2.1% | 54,429 | -1.4% | 5.37% | -4.8% |
| Q2 2018 | $19,595,000 | +3.8% | 55,194 | -0.0% | 5.65% | -0.8% |
| Q1 2018 | $18,869,000 | -0.2% | 55,216 | +0.9% | 5.69% | +2.7% |
| Q4 2017 | $18,908,000 | +5.6% | 54,741 | -0.2% | 5.54% | -1.4% |
| Q3 2017 | $17,908,000 | +1.6% | 54,877 | -1.1% | 5.62% | -1.4% |
| Q2 2017 | $17,624,000 | +0.7% | 55,488 | -0.9% | 5.70% | -4.0% |
| Q1 2017 | $17,501,000 | +2.1% | 56,017 | -1.4% | 5.94% | -1.4% |
| Q4 2016 | $17,143,000 | +5.9% | 56,816 | -0.9% | 6.02% | +3.1% |
| Q3 2016 | $16,183,000 | +1.9% | 57,331 | -1.7% | 5.84% | -0.0% |
| Q2 2016 | $15,877,000 | -6.2% | 58,320 | -9.5% | 5.84% | -6.4% |
| Q1 2016 | $16,926,000 | -7.9% | 64,425 | -10.9% | 6.25% | -10.2% |
| Q4 2015 | $18,376,000 | -29.2% | 72,336 | -30.7% | 6.95% | -32.2% |
| Q3 2015 | $25,962,000 | -9.7% | 104,313 | -0.9% | 10.25% | -3.7% |
| Q2 2015 | $28,749,000 | +0.6% | 105,228 | +2.1% | 10.64% | -0.3% |
| Q1 2015 | $28,579,000 | +10.9% | 103,083 | +5.6% | 10.68% | +5.4% |
| Q4 2014 | $25,777,000 | +3.9% | 97,650 | -1.8% | 10.13% | +0.1% |
| Q3 2014 | $24,798,000 | -4.0% | 99,461 | +0.3% | 10.12% | -6.1% |
| Q2 2014 | $25,829,000 | +5.8% | 99,127 | +1.7% | 10.78% | +3.3% |
| Q1 2014 | $24,413,000 | +5.8% | 97,429 | +3.1% | 10.43% | +2.2% |
| Q4 2013 | $23,068,000 | +10.9% | 94,464 | +2.8% | 10.21% | +0.8% |
| Q3 2013 | $20,806,000 | +9.9% | 91,929 | +2.0% | 10.13% | +2.9% |
| Q2 2013 | $18,929,000 | – | 90,095 | – | 9.85% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |