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 | $19 | -5.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20 | +5.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19 | -100.0% | 40 | -98.8% | 0.00% | -98.8% |
| Q2 2019 | $1,150,000 | +6.9% | 3,242 | -8.8% | 0.25% | -10.1% |
| Q4 2018 | $1,076,000 | -0.3% | 3,554 | +21.0% | 0.28% | +20.5% |
| Q3 2018 | $1,079,000 | -40.6% | 2,936 | -42.6% | 0.23% | -43.0% |
| Q2 2018 | $1,816,000 | +7.7% | 5,114 | +3.7% | 0.40% | +61.4% |
| Q1 2018 | $1,686,000 | +9.1% | 4,933 | +10.3% | 0.25% | +21.5% |
| Q4 2017 | $1,546,000 | +6.5% | 4,474 | +0.6% | 0.20% | +14.5% |
| Q3 2017 | $1,452,000 | +145100.0% | 4,448 | +148166.7% | 0.18% | – |
| Q2 2017 | $1,000 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q1 2017 | $3,416,000 | -44.2% | 10,932 | -46.1% | 0.41% | -43.9% |
| Q4 2016 | $6,121,000 | +126.8% | 20,284 | +104.6% | 0.73% | +168.0% |
| Q2 2016 | $2,699,000 | +67375.0% | 9,914 | +65993.3% | 0.27% | – |
| Q1 2016 | $4,000 | -93.7% | 15 | -93.9% | 0.00% | -100.0% |
| Q4 2015 | $63,000 | -98.4% | 246 | -98.5% | 0.01% | -98.5% |
| Q3 2015 | $4,044,000 | -46.0% | 16,248 | -40.8% | 0.32% | -39.5% |
| Q2 2015 | $7,494,000 | +35585.7% | 27,431 | +37476.7% | 0.54% | +53600.0% |
| Q1 2015 | $21,000 | – | 73 | – | 0.00% | – |
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% |