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 | $108,224 | -8.9% | 237 | -4.4% | 0.03% | -6.5% |
| Q2 2023 | $118,770 | +4.5% | 248 | 0.0% | 0.03% | -8.8% |
| Q1 2023 | $113,686 | +3.5% | 248 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $109,812 | +9.8% | 248 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $100,000 | -2.9% | 248 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $103,000 | -15.6% | 248 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $122,000 | -4.7% | 248 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $128,000 | +6.7% | 248 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $120,000 | -1.6% | 248 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $122,000 | -3.9% | 248 | -6.8% | 0.04% | -7.7% |
| Q1 2021 | $127,000 | +15.5% | 266 | -1.5% | 0.04% | +2.6% |
| Q4 2020 | $110,000 | +6.8% | 270 | -11.5% | 0.04% | -9.5% |
| Q3 2020 | $103,000 | -20.8% | 305 | -22.8% | 0.04% | -30.0% |
| Q2 2020 | $130,000 | -0.8% | 395 | -21.0% | 0.06% | -17.8% |
| Q1 2020 | $131,000 | +98.5% | 500 | +185.7% | 0.07% | +170.4% |
| Q4 2019 | $66,000 | – | 175 | – | 0.03% | – |
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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% |