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 | $294,533 | -4.7% | 645 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $308,897 | +4.5% | 645 | 0.0% | 0.10% | +16.1% |
| Q1 2023 | $295,674 | +3.5% | 645 | 0.0% | 0.09% | -25.6% |
| Q4 2022 | $285,600 | +10.7% | 645 | 0.0% | 0.12% | +9.3% |
| Q3 2022 | $258,000 | -3.4% | 645 | 0.0% | 0.11% | +10.3% |
| Q2 2022 | $267,000 | -15.2% | 645 | 0.0% | 0.10% | +2.1% |
| Q1 2022 | $315,000 | -5.4% | 645 | 0.0% | 0.10% | +23.4% |
| Q4 2021 | $333,000 | +7.4% | 645 | 0.0% | 0.08% | -18.1% |
| Q3 2021 | $310,000 | -76.6% | 645 | -76.1% | 0.09% | -77.7% |
| Q2 2021 | $1,325,000 | +3.2% | 2,698 | 0.0% | 0.42% | 0.0% |
| Q1 2021 | $1,284,000 | +13.3% | 2,698 | 0.0% | 0.42% | +6.6% |
| Q4 2020 | $1,133,000 | +24.0% | 2,698 | 0.0% | 0.40% | -9.0% |
| Q3 2020 | $914,000 | – | 2,698 | – | 0.43% | – |
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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% |