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 | $4,534,892 | -4.9% | 9,931 | -0.2% | 0.33% | -0.9% |
| Q2 2023 | $4,766,591 | +4.5% | 9,953 | 0.0% | 0.34% | -0.3% |
| Q1 2023 | $4,562,555 | +103429.7% | 9,953 | 0.0% | 0.34% | -3.7% |
| Q4 2022 | $4,407 | -99.9% | 9,953 | +8.8% | 0.35% | +7.7% |
| Q3 2022 | $3,674,000 | +789.6% | 9,147 | +816.5% | 0.32% | +828.6% |
| Q2 2022 | $413,000 | -18.7% | 998 | -3.6% | 0.04% | -12.5% |
| Q1 2022 | $508,000 | -8.5% | 1,035 | -3.5% | 0.04% | -7.0% |
| Q4 2021 | $555,000 | +7.6% | 1,073 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $516,000 | -2.1% | 1,073 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $527,000 | +3.1% | 1,073 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $511,000 | +13.3% | 1,073 | 0.0% | 0.04% | +2.4% |
| Q4 2020 | $451,000 | +1704.0% | 1,073 | +1330.7% | 0.04% | +1266.7% |
| Q3 2020 | $25,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |