LPL Financial LLC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$63,923,364
-3.9%
139,986
+0.8%
0.04%
-6.2%
Q2 2023$66,524,115
+2.4%
138,907
-2.0%
0.05%
-5.9%
Q1 2023$64,953,676
+2.0%
141,693
-1.5%
0.05%
-7.3%
Q4 2022$63,701,331
+6.5%
143,863
-3.4%
0.06%
-5.2%
Q3 2022$59,802,000
-5.1%
148,886
-2.3%
0.06%
-3.3%
Q2 2022$63,037,000
-19.9%
152,450
-5.0%
0.06%
-11.8%
Q1 2022$78,679,000
-11.5%
160,422
-6.6%
0.07%
-9.3%
Q4 2021$88,921,000
+6.7%
171,767
-0.9%
0.08%
-3.8%
Q3 2021$83,360,000
+3.1%
173,348
+5.2%
0.08%
-4.9%
Q2 2021$80,883,000
-0.5%
164,728
-3.5%
0.08%
-11.8%
Q1 2021$81,287,000
+10.2%
170,753
-2.8%
0.09%
-3.1%
Q4 2020$73,752,000
+20.0%
175,634
-3.2%
0.10%0.0%
Q3 2020$61,469,000
-31.6%
181,415
-34.5%
0.10%
-38.9%
Q2 2020$89,824,000
+11.7%
276,814
-9.5%
0.16%
-9.2%
Q1 2020$80,387,000
-36.3%
305,795
-9.0%
0.17%
-24.8%
Q4 2019$126,166,000
+7.0%
336,101
+0.5%
0.23%
-4.2%
Q3 2019$117,880,000
-1.6%
334,441
-1.0%
0.24%
-5.9%
Q2 2019$119,829,000
+2.7%
337,938
+0.0%
0.26%
-3.8%
Q1 2019$116,669,000
+12.0%
337,780
-1.9%
0.26%
-4.3%
Q4 2018$104,206,000
-19.3%
344,288
-2.1%
0.28%
-10.6%
Q3 2018$129,191,000
+7.2%
351,577
+3.5%
0.31%
-2.2%
Q2 2018$120,561,000
-20.9%
339,591
-23.9%
0.32%
-24.5%
Q1 2018$152,447,000
+9.3%
446,104
+10.4%
0.42%
-1.2%
Q4 2017$139,526,000
+19.8%
403,944
+13.2%
0.42%
+3.4%
Q3 2017$116,459,000
-14.4%
356,876
-16.6%
0.41%
-20.2%
Q2 2017$135,984,000
-37.7%
428,135
-39.0%
0.52%
-65.3%
Q1 2017$218,141,000
-11.8%
702,028
-13.9%
1.49%
-21.0%
Q4 2016$247,253,000
-3.9%
815,047
-11.6%
1.88%
-23.1%
Q3 2016$257,200,000
+38.4%
922,286
+34.5%
2.44%
+55.7%
Q2 2016$185,905,000
-50.0%
685,869
-52.3%
1.57%
+51.7%
Q1 2016$371,853,000
-41.0%
1,436,938
-42.8%
1.04%
-40.8%
Q4 2015$630,167,000
+53.1%
2,511,615
+56.7%
1.75%
-22.9%
Q3 2015$411,588,000
-22.9%
1,602,339
-18.1%
2.27%
-16.3%
Q2 2015$533,680,000
+2.3%
1,955,446
+3.5%
2.71%
+1.5%
Q1 2015$521,930,000
+27.7%
1,889,682
+22.0%
2.67%
+19.1%
Q4 2014$408,797,000
-2.4%
1,548,650
-9.1%
2.24%
-10.4%
Q3 2014$418,938,000
-37.5%
1,703,206
-33.8%
2.50%
-36.0%
Q2 2014$670,266,000
+8.9%
2,572,404
+4.7%
3.90%
+3.2%
Q1 2014$615,408,000
-6.1%
2,456,033
-8.5%
3.78%
-7.6%
Q4 2013$655,615,000
+10.0%
2,684,745
+3.8%
4.09%
+3.2%
Q3 2013$596,033,000
+11.5%
2,586,837
+1.7%
3.97%
+3.3%
Q2 2013$534,437,0002,543,7283.84%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders