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 2017 | $5,742,000 | +0.9% | 17,597 | -1.7% | 2.90% | +0.2% |
| Q2 2017 | $5,688,000 | -13.5% | 17,908 | -14.9% | 2.89% | -15.6% |
| Q1 2017 | $6,572,000 | -0.5% | 21,036 | -3.9% | 3.42% | -3.4% |
| Q4 2016 | $6,602,000 | +956.3% | 21,881 | +773.1% | 3.54% | +774.8% |
| Q3 2014 | $625,000 | -18.2% | 2,506 | -14.6% | 0.40% | -16.7% |
| Q2 2014 | $764,000 | -3.0% | 2,934 | -6.7% | 0.49% | -5.3% |
| Q1 2014 | $788,000 | -8.2% | 3,144 | -10.5% | 0.51% | -10.3% |
| Q4 2013 | $858,000 | – | 3,513 | – | 0.57% | – |
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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% |