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 | $92,241 | -64.2% | 202 | -73.5% | 0.05% | -69.5% |
| Q3 2020 | $258,000 | +4.0% | 762 | -0.4% | 0.15% | 0.0% |
| Q2 2020 | $248,000 | +23.4% | 765 | 0.0% | 0.15% | +7.7% |
| Q1 2020 | $201,000 | -35.6% | 765 | -7.8% | 0.14% | -17.8% |
| Q4 2019 | $312,000 | +6.5% | 830 | 0.0% | 0.17% | +6.1% |
| Q3 2019 | $293,000 | -0.3% | 830 | 0.0% | 0.16% | +1.9% |
| Q2 2019 | $294,000 | +2.4% | 830 | 0.0% | 0.16% | +8.1% |
| Q1 2019 | $287,000 | +14.3% | 830 | 0.0% | 0.15% | +6.4% |
| Q4 2018 | $251,000 | +10.6% | 830 | +34.3% | 0.14% | +34.6% |
| Q3 2018 | $227,000 | +3.7% | 618 | 0.0% | 0.10% | 0.0% |
| Q2 2018 | $219,000 | +3.8% | 618 | 0.0% | 0.10% | +6.1% |
| Q1 2018 | $211,000 | -0.9% | 618 | 0.0% | 0.10% | -1.0% |
| Q4 2017 | $213,000 | – | 618 | – | 0.10% | – |
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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% |