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 | $674 | -25.4% | 1,475 | -21.8% | 0.00% | -33.3% |
| Q2 2023 | $903 | -13.7% | 1,885 | -17.4% | 0.00% | -25.0% |
| Q1 2023 | $1,046 | -43.1% | 2,281 | -45.0% | 0.00% | -33.3% |
| Q4 2022 | $1,837 | -99.8% | 4,148 | +118.2% | 0.01% | +100.0% |
| Q3 2022 | $764,000 | -3.0% | 1,901 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $788,000 | -21.1% | 1,906 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $999,000 | -25.4% | 2,037 | -21.3% | 0.00% | -25.0% |
| Q4 2021 | $1,339,000 | -18.3% | 2,587 | -24.1% | 0.00% | -20.0% |
| Q3 2021 | $1,639,000 | -5.9% | 3,409 | -3.9% | 0.01% | 0.0% |
| Q2 2021 | $1,742,000 | +31.6% | 3,548 | +27.6% | 0.01% | +25.0% |
| Q1 2021 | $1,324,000 | +16.7% | 2,781 | +2.9% | 0.00% | 0.0% |
| Q4 2020 | $1,135,000 | +33.8% | 2,702 | +8.0% | 0.00% | 0.0% |
| Q3 2020 | $848,000 | +1.7% | 2,502 | -2.6% | 0.00% | 0.0% |
| Q2 2020 | $834,000 | -0.2% | 2,569 | -19.2% | 0.00% | 0.0% |
| Q1 2020 | $836,000 | -41.3% | 3,179 | -16.2% | 0.00% | -33.3% |
| Q4 2019 | $1,424,000 | +22.8% | 3,793 | +15.3% | 0.01% | +20.0% |
| Q3 2019 | $1,160,000 | +40.4% | 3,291 | +41.2% | 0.01% | +25.0% |
| Q2 2019 | $826,000 | +3.9% | 2,330 | +1.2% | 0.00% | 0.0% |
| Q1 2019 | $795,000 | +5.3% | 2,303 | -7.7% | 0.00% | 0.0% |
| Q4 2018 | $755,000 | -49.5% | 2,495 | -38.7% | 0.00% | -33.3% |
| Q3 2018 | $1,496,000 | +0.3% | 4,072 | -3.1% | 0.01% | -14.3% |
| Q2 2018 | $1,492,000 | -1.6% | 4,202 | -5.3% | 0.01% | +16.7% |
| Q1 2018 | $1,516,000 | +67.0% | 4,435 | +68.6% | 0.01% | +50.0% |
| Q4 2017 | $908,000 | +12.2% | 2,630 | +6.0% | 0.00% | 0.0% |
| Q3 2017 | $809,000 | -72.5% | 2,480 | -73.2% | 0.00% | -66.7% |
| Q2 2017 | $2,937,000 | +0.5% | 9,248 | -1.2% | 0.01% | +33.3% |
| Q1 2017 | $2,923,000 | +9.5% | 9,357 | +5.8% | 0.01% | -10.0% |
| Q4 2016 | $2,669,000 | +366.6% | 8,844 | +336.3% | 0.01% | +400.0% |
| Q3 2016 | $572,000 | -23.0% | 2,027 | -25.7% | 0.00% | -33.3% |
| Q2 2016 | $743,000 | +8.5% | 2,729 | +4.6% | 0.00% | 0.0% |
| Q1 2016 | $685,000 | +5.5% | 2,609 | +2.2% | 0.00% | 0.0% |
| Q4 2015 | $649,000 | +15.7% | 2,554 | +13.3% | 0.00% | 0.0% |
| Q3 2015 | $561,000 | -6.8% | 2,254 | +2.3% | 0.00% | 0.0% |
| Q2 2015 | $602,000 | -5.6% | 2,204 | -4.3% | 0.00% | 0.0% |
| Q1 2015 | $638,000 | – | 2,303 | – | 0.00% | – |
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% |