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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,142 | -2.4% | 420 | 0.0% | 0.12% | -2.4% |
| Q1 2022 | $206,000 | -5.1% | 420 | 0.0% | 0.12% | +7.8% |
| Q4 2021 | $217,000 | +7.4% | 420 | 0.0% | 0.12% | -3.4% |
| Q3 2021 | $202,000 | -1.9% | 420 | 0.0% | 0.12% | -4.8% |
| Q2 2021 | $206,000 | +3.0% | 420 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $200,000 | -36.7% | 420 | -52.8% | 0.13% | -35.2% |
| Q2 2018 | $316,000 | +3.9% | 890 | 0.0% | 0.20% | -1.0% |
| Q1 2018 | $304,000 | -1.0% | 890 | 0.0% | 0.20% | +52.3% |
| Q4 2017 | $307,000 | +5.9% | 890 | 0.0% | 0.13% | -17.0% |
| Q3 2017 | $290,000 | +32.4% | 890 | +29.0% | 0.16% | +91.6% |
| Q2 2017 | $219,000 | -21.2% | 690 | -22.5% | 0.08% | -19.4% |
| Q1 2017 | $278,000 | +3.3% | 890 | 0.0% | 0.10% | -2.8% |
| Q4 2016 | $269,000 | +7.2% | 890 | 0.0% | 0.11% | +12.8% |
| Q3 2016 | $251,000 | +3.7% | 890 | 0.0% | 0.09% | +6.8% |
| Q2 2016 | $242,000 | +3.4% | 890 | 0.0% | 0.09% | +17.3% |
| Q1 2016 | $234,000 | +3.5% | 890 | 0.0% | 0.08% | +17.2% |
| Q4 2015 | $226,000 | +1.8% | 890 | 0.0% | 0.06% | +1.6% |
| Q3 2015 | $222,000 | -8.6% | 890 | 0.0% | 0.06% | +1.6% |
| Q2 2015 | $243,000 | -1.6% | 890 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $247,000 | +5.1% | 890 | 0.0% | 0.06% | -8.8% |
| Q4 2014 | $235,000 | +5.9% | 890 | 0.0% | 0.07% | +19.3% |
| Q3 2014 | $222,000 | -4.3% | 890 | 0.0% | 0.06% | +1.8% |
| Q2 2014 | $232,000 | +4.0% | 890 | 0.0% | 0.06% | -8.2% |
| Q1 2014 | $223,000 | +2.8% | 890 | 0.0% | 0.06% | +1.7% |
| Q4 2013 | $217,000 | +8.0% | 890 | 0.0% | 0.06% | -7.7% |
| Q3 2013 | $201,000 | – | 890 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |