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 | $297,729 | -11.4% | 652 | -7.1% | 0.03% | -5.9% |
| Q2 2023 | $336,195 | +4.5% | 702 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $321,804 | +3.5% | 702 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $310,839 | -0.7% | 702 | -9.9% | 0.04% | -7.7% |
| Q3 2022 | $313,000 | -2.8% | 779 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $322,000 | -15.7% | 779 | 0.0% | 0.04% | -4.8% |
| Q1 2022 | $382,000 | -5.2% | 779 | 0.0% | 0.04% | +7.7% |
| Q4 2021 | $403,000 | +7.5% | 779 | 0.0% | 0.04% | -9.3% |
| Q3 2021 | $375,000 | -5.3% | 779 | -3.5% | 0.04% | -4.4% |
| Q2 2021 | $396,000 | +3.1% | 807 | 0.0% | 0.04% | -15.1% |
| Q1 2021 | $384,000 | +6.1% | 807 | -6.3% | 0.05% | +1.9% |
| Q4 2020 | $362,000 | +16.8% | 861 | -5.8% | 0.05% | +2.0% |
| Q3 2020 | $310,000 | +0.3% | 914 | -3.9% | 0.05% | -10.5% |
| Q2 2020 | $309,000 | +23.6% | 951 | -0.1% | 0.06% | -5.0% |
| Q1 2020 | $250,000 | -30.0% | 952 | 0.0% | 0.06% | -15.5% |
| Q4 2019 | $357,000 | +6.2% | 952 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $336,000 | -4.0% | 952 | -3.5% | 0.07% | -10.1% |
| Q2 2019 | $350,000 | 0.0% | 987 | -2.5% | 0.08% | -6.0% |
| Q1 2019 | $350,000 | +9.4% | 1,012 | -4.3% | 0.08% | -2.3% |
| Q4 2018 | $320,000 | -17.7% | 1,058 | 0.0% | 0.09% | -14.0% |
| Q3 2018 | $389,000 | +1.3% | 1,058 | -2.3% | 0.10% | -2.9% |
| Q2 2018 | $384,000 | +0.5% | 1,083 | -3.1% | 0.10% | -1.0% |
| Q1 2018 | $382,000 | -4.7% | 1,118 | -3.8% | 0.10% | -4.6% |
| Q4 2017 | $401,000 | +2.8% | 1,162 | -2.8% | 0.11% | -1.8% |
| Q3 2017 | $390,000 | +2.6% | 1,195 | 0.0% | 0.11% | -2.6% |
| Q2 2017 | $380,000 | -1.6% | 1,195 | -3.2% | 0.11% | -2.6% |
| Q1 2017 | $386,000 | +2.4% | 1,235 | -1.0% | 0.12% | -3.3% |
| Q4 2016 | $377,000 | +6.2% | 1,248 | -0.7% | 0.12% | +5.2% |
| Q3 2016 | $355,000 | -3.8% | 1,257 | -7.4% | 0.12% | -8.0% |
| Q2 2016 | $369,000 | +3.4% | 1,357 | 0.0% | 0.12% | -0.8% |
| Q1 2016 | $357,000 | -5.1% | 1,357 | -8.4% | 0.13% | -9.4% |
| Q4 2015 | $376,000 | +1.9% | 1,482 | 0.0% | 0.14% | -14.2% |
| Q3 2015 | $369,000 | -13.0% | 1,482 | -4.4% | 0.16% | -6.4% |
| Q2 2015 | $424,000 | -6.0% | 1,551 | -4.6% | 0.17% | -3.9% |
| Q1 2015 | $451,000 | -11.2% | 1,625 | -15.6% | 0.18% | +14.6% |
| Q4 2014 | $508,000 | -15.6% | 1,925 | -20.3% | 0.16% | -16.5% |
| Q3 2014 | $602,000 | -8.1% | 2,414 | -4.0% | 0.19% | -5.1% |
| Q2 2014 | $655,000 | -11.2% | 2,514 | -14.6% | 0.20% | -16.8% |
| Q1 2014 | $738,000 | -5.9% | 2,944 | -8.3% | 0.24% | -14.7% |
| Q4 2013 | $784,000 | -5.4% | 3,209 | -12.4% | 0.28% | -7.3% |
| Q3 2013 | $829,000 | -1.7% | 3,664 | -8.7% | 0.30% | -13.3% |
| Q2 2013 | $843,000 | – | 4,013 | – | 0.35% | – |
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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% |