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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,115 | -0.9% | 445 | -5.1% | 0.23% | -75.3% |
| Q1 2023 | $214,994 | +103262.5% | 469 | 0.0% | 0.93% | -11.7% |
| Q4 2022 | $208 | -99.9% | 469 | -6.8% | 1.05% | +17.0% |
| Q3 2022 | $202,000 | -2.9% | 503 | 0.0% | 0.90% | +180.6% |
| Q2 2022 | $208,000 | -98.9% | 503 | -98.7% | 0.32% | -97.9% |
| Q1 2022 | $19,412,000 | -20.1% | 39,580 | -15.7% | 15.01% | -4.2% |
| Q4 2021 | $24,300,000 | +9139.5% | 46,940 | +8481.4% | 15.68% | +8283.4% |
| Q3 2021 | $263,000 | -2.2% | 547 | 0.0% | 0.19% | -1.1% |
| Q2 2021 | $269,000 | -0.7% | 547 | -4.0% | 0.19% | -5.0% |
| Q1 2021 | $271,000 | +7.5% | 570 | -5.0% | 0.20% | -17.4% |
| Q4 2020 | $252,000 | +6.3% | 600 | -14.3% | 0.24% | -22.0% |
| Q3 2020 | $237,000 | +4.4% | 700 | -0.1% | 0.31% | -23.7% |
| Q2 2020 | $227,000 | -99.1% | 701 | -98.9% | 0.40% | -98.1% |
| Q4 2019 | $25,041,000 | +9072.5% | 66,708 | +8496.4% | 20.96% | +6795.1% |
| Q3 2019 | $273,000 | -0.7% | 776 | 0.0% | 0.30% | -0.3% |
| Q2 2019 | $275,000 | -98.8% | 776 | -98.8% | 0.30% | -98.5% |
| Q1 2019 | $23,003,000 | +7516.9% | 66,598 | +6573.1% | 20.68% | +5202.3% |
| Q4 2018 | $302,000 | -29.3% | 998 | -14.1% | 0.39% | -8.7% |
| Q3 2018 | $427,000 | -98.4% | 1,162 | -98.5% | 0.43% | -98.0% |
| Q1 2018 | $26,196,000 | +1.5% | 76,657 | +2.6% | 21.87% | +1.2% |
| Q4 2017 | $25,803,000 | +5.7% | 74,702 | -4.4% | 21.62% | -2.8% |
| Q1 2017 | $24,407,000 | +3.5% | 78,123 | -0.1% | 22.23% | -1.2% |
| Q4 2016 | $23,585,000 | – | 78,166 | – | 22.49% | – |
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% |