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 | $239,736 | -4.7% | 525 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $251,428 | +1.2% | 525 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $248,458 | +3.7% | 542 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $239,549 | +10.4% | 541 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $217,000 | -8.8% | 541 | -6.1% | 0.00% | 0.0% |
| Q2 2022 | $238,000 | -28.7% | 576 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $334,000 | -21.4% | 682 | -16.9% | 0.00% | 0.0% |
| Q4 2021 | $425,000 | +4.4% | 821 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $407,000 | -1.9% | 846 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $415,000 | -32.4% | 846 | -34.4% | 0.00% | -50.0% |
| Q1 2021 | $614,000 | +13.5% | 1,289 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $541,000 | -80.2% | 1,289 | -84.0% | 0.00% | -81.8% |
| Q3 2020 | $2,730,000 | +3.2% | 8,059 | -1.1% | 0.01% | 0.0% |
| Q2 2020 | $2,645,000 | +543.6% | 8,151 | +421.5% | 0.01% | +450.0% |
| Q1 2020 | $411,000 | -52.1% | 1,563 | -31.7% | 0.00% | -33.3% |
| Q4 2019 | $858,000 | +2.6% | 2,288 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $836,000 | +9.9% | 2,370 | +10.4% | 0.00% | 0.0% |
| Q2 2019 | $761,000 | -7.3% | 2,147 | -6.5% | 0.00% | 0.0% |
| Q1 2019 | $821,000 | +51.8% | 2,297 | +28.5% | 0.00% | 0.0% |
| Q4 2018 | $541,000 | -20.4% | 1,787 | -3.5% | 0.00% | 0.0% |
| Q3 2018 | $680,000 | -11.7% | 1,852 | -14.7% | 0.00% | 0.0% |
| Q2 2018 | $770,000 | +15.4% | 2,170 | +11.2% | 0.00% | 0.0% |
| Q1 2018 | $667,000 | +30.5% | 1,952 | +30.9% | 0.00% | +50.0% |
| Q4 2017 | $511,000 | -50.0% | 1,491 | -52.3% | 0.00% | -60.0% |
| Q3 2017 | $1,021,000 | -3.6% | 3,126 | -6.2% | 0.01% | 0.0% |
| Q2 2017 | $1,059,000 | +11.8% | 3,332 | +9.8% | 0.01% | 0.0% |
| Q1 2017 | $947,000 | -46.2% | 3,035 | -47.9% | 0.01% | -44.4% |
| Q4 2016 | $1,759,000 | +35.1% | 5,828 | +26.3% | 0.01% | +28.6% |
| Q3 2016 | $1,302,000 | +10.1% | 4,613 | +6.2% | 0.01% | 0.0% |
| Q2 2016 | $1,183,000 | +1.5% | 4,343 | -2.0% | 0.01% | 0.0% |
| Q1 2016 | $1,165,000 | +33.6% | 4,433 | +29.2% | 0.01% | +40.0% |
| Q4 2015 | $872,000 | -77.3% | 3,431 | -77.7% | 0.01% | -79.2% |
| Q3 2015 | $3,833,000 | -11.0% | 15,400 | -2.4% | 0.02% | -7.7% |
| Q2 2015 | $4,309,000 | +7.5% | 15,771 | +9.1% | 0.03% | +8.3% |
| Q1 2015 | $4,008,000 | +4.7% | 14,456 | -0.3% | 0.02% | 0.0% |
| Q4 2014 | $3,828,000 | -26.1% | 14,499 | -30.2% | 0.02% | -29.4% |
| Q3 2014 | $5,181,000 | -11.4% | 20,785 | -7.4% | 0.03% | -17.1% |
| Q2 2014 | $5,845,000 | +4.4% | 22,435 | +0.4% | 0.04% | +2.5% |
| Q1 2014 | $5,598,000 | +3.0% | 22,345 | +0.4% | 0.04% | 0.0% |
| Q4 2013 | $5,433,000 | +13.4% | 22,245 | +5.1% | 0.04% | +2.6% |
| Q3 2013 | $4,791,000 | +7.7% | 21,170 | 0.0% | 0.04% | -95.9% |
| Q2 2013 | $4,448,000 | – | 21,170 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |