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 | $6,037,735 | -5.7% | 13,227 | +0.3% | 0.05% | -3.6% |
| Q2 2023 | $6,399,664 | +4.3% | 13,185 | -1.5% | 0.06% | -5.1% |
| Q1 2023 | $6,133,722 | +207.6% | 13,380 | -0.8% | 0.06% | -41.0% |
| Q4 2022 | $1,993,871 | -60.6% | 13,490 | +7.1% | 0.10% | +72.4% |
| Q3 2022 | $5,058,000 | -14.5% | 12,594 | -12.0% | 0.06% | +9.4% |
| Q2 2022 | $5,917,000 | -14.5% | 14,308 | +1.4% | 0.05% | 0.0% |
| Q1 2022 | $6,918,000 | -0.2% | 14,105 | +5.3% | 0.05% | +1.9% |
| Q4 2021 | $6,933,000 | -28.1% | 13,392 | -33.2% | 0.05% | -14.8% |
| Q3 2021 | $9,638,000 | +48.0% | 20,043 | +51.1% | 0.06% | +7.0% |
| Q2 2021 | $6,513,000 | +0.7% | 13,264 | -2.3% | 0.06% | -8.1% |
| Q1 2021 | $6,466,000 | -5.9% | 13,582 | -17.0% | 0.06% | -13.9% |
| Q4 2020 | $6,872,000 | -25.6% | 16,364 | -41.3% | 0.07% | -40.0% |
| Q3 2020 | $9,236,000 | -9.4% | 27,860 | -11.3% | 0.12% | -15.5% |
| Q2 2020 | $10,194,000 | +72.3% | 31,420 | +39.6% | 0.14% | +30.3% |
| Q1 2020 | $5,916,000 | -63.6% | 22,503 | -48.1% | 0.11% | -56.9% |
| Q4 2019 | $16,267,000 | -7.4% | 43,335 | -93.3% | 0.25% | -7.7% |
| Q3 2019 | $17,574,000 | +10.3% | 644,823 | +1335.3% | 0.27% | -4.9% |
| Q2 2019 | $15,930,000 | +17.6% | 44,925 | +14.6% | 0.29% | +7.9% |
| Q1 2019 | $13,545,000 | +28.8% | 39,209 | +12.9% | 0.27% | +5.1% |
| Q4 2018 | $10,519,000 | -35.4% | 34,741 | -21.6% | 0.25% | -24.0% |
| Q3 2018 | $16,288,000 | +133.9% | 44,327 | +126.0% | 0.33% | +193.0% |
| Q2 2018 | $6,965,000 | -57.8% | 19,616 | -59.4% | 0.11% | -82.4% |
| Q1 2018 | $16,501,000 | +140.1% | 48,287 | +148.0% | 0.65% | +122.8% |
| Q4 2017 | $6,872,000 | -53.7% | 19,474 | -56.8% | 0.29% | -21.0% |
| Q3 2017 | $14,840,000 | +28.9% | 45,036 | +24.2% | 0.37% | +18.0% |
| Q2 2017 | $11,509,000 | -7.7% | 36,271 | -10.4% | 0.31% | -10.9% |
| Q1 2017 | $12,475,000 | +4.2% | 40,497 | +3.7% | 0.35% | -11.0% |
| Q4 2016 | $11,970,000 | +169.1% | 39,037 | +144.9% | 0.39% | +116.6% |
| Q3 2016 | $4,448,000 | -24.4% | 15,943 | -26.0% | 0.18% | -23.9% |
| Q2 2016 | $5,881,000 | +81.4% | 21,555 | +76.8% | 0.24% | +51.6% |
| Q1 2016 | $3,242,000 | -61.2% | 12,190 | -63.0% | 0.16% | -60.8% |
| Q4 2015 | $8,364,000 | -20.4% | 32,928 | -22.0% | 0.40% | -30.5% |
| Q3 2015 | $10,502,000 | -61.6% | 42,200 | -57.9% | 0.58% | -55.6% |
| Q2 2015 | $27,364,000 | +114.0% | 100,144 | +117.1% | 1.30% | +76.3% |
| Q1 2015 | $12,787,000 | +38.8% | 46,122 | +32.1% | 0.74% | +24.3% |
| Q4 2014 | $9,214,000 | +14.0% | 34,904 | +7.7% | 0.59% | +6.1% |
| Q3 2014 | $8,080,000 | +38.9% | 32,408 | +45.1% | 0.56% | +11.8% |
| Q2 2014 | $5,818,000 | +16.6% | 22,330 | +12.1% | 0.50% | -4.9% |
| Q1 2014 | $4,991,000 | +16.3% | 19,917 | +13.4% | 0.53% | +9.8% |
| Q4 2013 | $4,290,000 | – | 17,567 | – | 0.48% | – |
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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% |