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 | $1,491,843 | -6.5% | 3,267 | -2.0% | 0.12% | -0.8% |
| Q2 2023 | $1,595,729 | +3.2% | 3,332 | -1.2% | 0.12% | -0.8% |
| Q1 2023 | $1,545,759 | +3.5% | 3,372 | 0.0% | 0.12% | -4.7% |
| Q4 2022 | $1,493,088 | +10.3% | 3,372 | 0.0% | 0.13% | +0.8% |
| Q3 2022 | $1,354,000 | -3.5% | 3,372 | -0.6% | 0.13% | +1.6% |
| Q2 2022 | $1,403,000 | -15.7% | 3,393 | 0.0% | 0.12% | -4.6% |
| Q1 2022 | $1,664,000 | -5.2% | 3,393 | 0.0% | 0.13% | -0.8% |
| Q4 2021 | $1,756,000 | +7.6% | 3,393 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $1,632,000 | -2.0% | 3,393 | 0.0% | 0.13% | -2.9% |
| Q2 2021 | $1,666,000 | +3.2% | 3,393 | 0.0% | 0.14% | 0.0% |
| Q1 2021 | $1,615,000 | +13.3% | 3,393 | 0.0% | 0.14% | -26.2% |
| Q4 2020 | $1,425,000 | -3.7% | 3,393 | -22.3% | 0.19% | -43.8% |
| Q3 2020 | $1,480,000 | +4.4% | 4,368 | 0.0% | 0.33% | -4.0% |
| Q2 2020 | $1,417,000 | +22.6% | 4,368 | -0.7% | 0.35% | +0.3% |
| Q1 2020 | $1,156,000 | -32.9% | 4,398 | -4.2% | 0.35% | -14.1% |
| Q4 2019 | $1,723,000 | +4.7% | 4,591 | -1.6% | 0.40% | -4.3% |
| Q3 2019 | $1,645,000 | -0.6% | 4,666 | 0.0% | 0.42% | -5.6% |
| Q2 2019 | $1,655,000 | +2.7% | 4,666 | 0.0% | 0.45% | -1.3% |
| Q1 2019 | $1,612,000 | +11.5% | 4,666 | -2.3% | 0.45% | -5.4% |
| Q4 2018 | $1,446,000 | -19.6% | 4,777 | -2.5% | 0.48% | -10.5% |
| Q3 2018 | $1,799,000 | +5.1% | 4,897 | +1.6% | 0.53% | -3.1% |
| Q2 2018 | $1,712,000 | -17.5% | 4,822 | -20.6% | 0.55% | -18.7% |
| Q1 2018 | $2,075,000 | -1.0% | 6,072 | 0.0% | 0.68% | -6.0% |
| Q4 2017 | $2,097,000 | -17.4% | 6,072 | -22.0% | 0.72% | -26.0% |
| Q3 2017 | $2,539,000 | +2.2% | 7,780 | -0.5% | 0.97% | -11.4% |
| Q2 2017 | $2,484,000 | -0.4% | 7,820 | -2.1% | 1.10% | -5.1% |
| Q1 2017 | $2,494,000 | +3.5% | 7,984 | 0.0% | 1.16% | -4.9% |
| Q4 2016 | $2,409,000 | +6.8% | 7,984 | -0.1% | 1.22% | +4.7% |
| Q3 2016 | $2,256,000 | +3.7% | 7,994 | 0.0% | 1.16% | +2.7% |
| Q2 2016 | $2,176,000 | +3.3% | 7,994 | -0.3% | 1.13% | -3.1% |
| Q1 2016 | $2,107,000 | +3.4% | 8,021 | 0.0% | 1.17% | +0.1% |
| Q4 2015 | $2,038,000 | +3.5% | 8,021 | +1.4% | 1.17% | -4.8% |
| Q3 2015 | $1,969,000 | -8.6% | 7,913 | +0.3% | 1.23% | +4.9% |
| Q2 2015 | $2,154,000 | -1.5% | 7,886 | 0.0% | 1.17% | -17.1% |
| Q1 2015 | $2,186,000 | +5.0% | 7,886 | 0.0% | 1.41% | -13.4% |
| Q4 2014 | $2,082,000 | -6.0% | 7,886 | -11.3% | 1.63% | -22.5% |
| Q3 2014 | $2,215,000 | -1.2% | 8,886 | -0.7% | 2.10% | -13.9% |
| Q1 2014 | $2,242,000 | +2.6% | 8,949 | 0.0% | 2.44% | +14.8% |
| Q4 2013 | $2,185,000 | +7.9% | 8,949 | 0.0% | 2.13% | -11.3% |
| Q3 2013 | $2,025,000 | +4.4% | 8,949 | -3.0% | 2.40% | -18.1% |
| Q2 2013 | $1,939,000 | – | 9,227 | – | 2.93% | – |
Download | ||||||
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% |