SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,813,400 | -5.2% | 8,351 | -0.6% | 0.13% | -0.7% |
| Q2 2023 | $4,023,326 | +6.9% | 8,401 | +2.4% | 0.13% | +3.1% |
| Q1 2023 | $3,762,173 | +3.6% | 8,207 | +0.1% | 0.13% | -1.5% |
| Q4 2022 | $3,630,882 | -33.3% | 8,200 | -39.5% | 0.13% | -35.3% |
| Q3 2022 | $5,447,000 | +54.0% | 13,560 | +64.6% | 0.20% | +55.7% |
| Q2 2022 | $3,537,000 | -27.1% | 8,240 | -16.7% | 0.13% | -14.9% |
| Q1 2022 | $4,850,000 | -4.3% | 9,890 | +1.0% | 0.15% | +2.0% |
| Q4 2021 | $5,068,000 | +7.8% | 9,790 | +0.1% | 0.15% | 0.0% |
| Q3 2021 | $4,703,000 | -2.3% | 9,780 | -0.3% | 0.15% | -1.9% |
| Q2 2021 | $4,814,000 | +2.7% | 9,805 | -0.5% | 0.15% | -2.5% |
| Q1 2021 | $4,689,000 | +11.1% | 9,850 | -2.0% | 0.16% | +5.3% |
| Q4 2020 | $4,220,000 | +26.2% | 10,050 | +1.8% | 0.15% | +8.7% |
| Q3 2020 | $3,344,000 | +3.6% | 9,870 | -0.8% | 0.14% | -3.5% |
| Q2 2020 | $3,229,000 | – | 9,950 | – | 0.14% | – |
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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% |