SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,053,865 | -4.7% | 6,688 | +0.0% | 0.07% | -2.7% |
| Q2 2023 | $3,202,800 | +4.5% | 6,687 | -0.0% | 0.07% | -3.9% |
| Q1 2023 | $3,065,703 | +3.5% | 6,688 | 0.0% | 0.08% | -12.5% |
| Q4 2022 | $2,961,241 | +8.9% | 6,688 | -1.3% | 0.09% | -6.4% |
| Q3 2022 | $2,720,000 | -2.9% | 6,773 | 0.0% | 0.09% | -5.1% |
| Q2 2022 | $2,800,000 | -15.7% | 6,773 | 0.0% | 0.10% | -4.8% |
| Q1 2022 | $3,322,000 | -5.2% | 6,773 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $3,506,000 | +7.6% | 6,773 | 0.0% | 0.10% | -4.5% |
| Q3 2021 | $3,257,000 | -2.5% | 6,773 | -0.5% | 0.11% | -4.3% |
| Q2 2021 | $3,341,000 | +3.1% | 6,805 | 0.0% | 0.12% | -4.2% |
| Q1 2021 | $3,239,000 | +13.4% | 6,805 | 0.0% | 0.12% | +6.2% |
| Q4 2020 | $2,857,000 | +23.3% | 6,805 | -0.5% | 0.11% | +10.8% |
| Q3 2020 | $2,318,000 | +4.4% | 6,841 | 0.0% | 0.10% | -3.8% |
| Q2 2020 | $2,220,000 | +16.8% | 6,841 | -5.4% | 0.11% | -4.5% |
| Q1 2020 | $1,900,000 | -38.5% | 7,228 | -12.2% | 0.11% | -20.7% |
| Q4 2019 | $3,089,000 | -10.0% | 8,230 | -15.5% | 0.14% | -13.0% |
| Q3 2019 | $3,434,000 | -0.6% | 9,744 | 0.0% | 0.16% | -3.0% |
| Q2 2019 | $3,455,000 | +2.7% | 9,744 | 0.0% | 0.17% | -5.1% |
| Q1 2019 | $3,365,000 | -5.2% | 9,744 | -16.9% | 0.18% | -14.6% |
| Q4 2018 | $3,549,000 | -26.7% | 11,725 | -11.0% | 0.20% | -19.0% |
| Q3 2018 | $4,841,000 | +3.5% | 13,175 | 0.0% | 0.25% | -2.3% |
| Q2 2018 | $4,677,000 | +3.8% | 13,175 | -0.1% | 0.26% | +2.4% |
| Q1 2018 | $4,507,000 | -1.0% | 13,189 | +0.1% | 0.25% | +1.6% |
| Q4 2017 | $4,551,000 | +1.6% | 13,177 | -4.0% | 0.25% | +0.8% |
| Q3 2017 | $4,481,000 | +7.5% | 13,730 | +7.5% | 0.25% | -18.8% |
| Q2 2017 | $4,167,000 | -0.2% | 12,767 | -4.5% | 0.30% | +2.4% |
| Q1 2017 | $4,177,000 | +3.8% | 13,370 | +0.1% | 0.30% | -4.5% |
| Q4 2016 | $4,024,000 | +8.1% | 13,356 | +1.3% | 0.31% | +3.0% |
| Q3 2016 | $3,722,000 | +2.2% | 13,185 | -1.4% | 0.30% | -1.6% |
| Q2 2016 | $3,641,000 | +3.7% | 13,374 | +0.1% | 0.31% | -0.6% |
| Q1 2016 | $3,512,000 | +4.8% | 13,364 | +1.3% | 0.31% | -5.2% |
| Q4 2015 | $3,351,000 | +2.1% | 13,192 | +0.1% | 0.33% | -5.2% |
| Q3 2015 | $3,281,000 | -8.8% | 13,181 | +0.1% | 0.34% | -1.7% |
| Q2 2015 | $3,598,000 | -6.6% | 13,169 | -5.2% | 0.35% | -7.4% |
| Q1 2015 | $3,852,000 | +4.3% | 13,895 | -0.7% | 0.38% | -11.5% |
| Q4 2014 | $3,694,000 | -3.1% | 13,993 | -8.5% | 0.43% | -5.5% |
| Q3 2014 | $3,812,000 | -4.2% | 15,288 | +0.1% | 0.45% | -4.0% |
| Q2 2014 | $3,980,000 | -1.2% | 15,273 | -5.0% | 0.47% | 0.0% |
| Q1 2014 | $4,027,000 | -4.7% | 16,070 | -7.1% | 0.47% | -0.8% |
| Q4 2013 | $4,225,000 | +6.4% | 17,303 | -1.3% | 0.48% | -2.5% |
| Q3 2013 | $3,969,000 | +12.4% | 17,535 | +4.3% | 0.49% | +2.5% |
| Q2 2013 | $3,532,000 | – | 16,813 | – | 0.48% | – |
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% |