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 | $365,312 | -4.7% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $383,128 | +4.5% | 800 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $366,728 | +3.5% | 800 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $354,232 | +10.4% | 800 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $321,000 | -3.0% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $331,000 | -15.6% | 800 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $392,000 | -5.3% | 800 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $414,000 | +7.5% | 800 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $385,000 | -2.0% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $393,000 | +3.1% | 800 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $381,000 | +13.4% | 800 | 0.0% | 0.02% | +5.9% |
| Q4 2020 | $336,000 | +24.0% | 800 | 0.0% | 0.02% | +13.3% |
| Q3 2020 | $271,000 | +4.2% | 800 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $260,000 | +23.8% | 800 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $210,000 | -30.0% | 800 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $300,000 | +6.4% | 800 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $282,000 | -0.7% | 800 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $284,000 | +2.9% | 800 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $276,000 | +14.0% | 800 | 0.0% | 0.02% | -48.6% |
| Q4 2018 | $242,000 | -17.7% | 800 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $294,000 | +3.5% | 800 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $284,000 | +4.0% | 800 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $273,000 | -1.1% | 800 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $276,000 | +5.7% | 800 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $261,000 | +2.8% | 800 | 0.0% | 0.04% | -2.5% |
| Q2 2017 | $254,000 | +1.6% | 800 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $250,000 | +3.7% | 800 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $241,000 | +6.6% | 800 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $226,000 | +3.7% | 800 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $218,000 | +3.8% | 800 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $210,000 | +3.4% | 800 | 0.0% | 0.04% | +5.3% |
| Q4 2015 | $203,000 | -7.3% | 800 | 0.0% | 0.04% | -2.6% |
| Q2 2015 | $219,000 | -1.4% | 800 | 0.0% | 0.04% | -4.9% |
| Q1 2015 | $222,000 | +5.2% | 800 | 0.0% | 0.04% | +2.5% |
| Q4 2014 | $211,000 | +1.4% | 800 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $208,000 | +4.0% | 800 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $200,000 | – | 800 | – | 0.04% | – |
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% |