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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,915,988 | +3.8% | 4,196 | +8.8% | 0.05% | +4.1% |
| Q2 2023 | $1,846,121 | +14.0% | 3,855 | +9.1% | 0.05% | +8.9% |
| Q1 2023 | $1,619,489 | +8.6% | 3,533 | +4.9% | 0.04% | -2.2% |
| Q4 2022 | $1,490,803 | +32.8% | 3,367 | +20.4% | 0.05% | +15.0% |
| Q3 2022 | $1,123,000 | +158.8% | 2,797 | +166.6% | 0.04% | +166.7% |
| Q2 2022 | $434,000 | -76.8% | 1,049 | -72.5% | 0.02% | -72.7% |
| Q1 2022 | $1,870,000 | +3.9% | 3,813 | +9.6% | 0.06% | +5.8% |
| Q4 2021 | $1,800,000 | +14.7% | 3,478 | +6.6% | 0.05% | +4.0% |
| Q3 2021 | $1,569,000 | -15.4% | 3,262 | -13.6% | 0.05% | -13.8% |
| Q2 2021 | $1,854,000 | -37.9% | 3,776 | -39.8% | 0.06% | -47.7% |
| Q1 2021 | $2,987,000 | +140.1% | 6,275 | +111.8% | 0.11% | +122.0% |
| Q4 2020 | $1,244,000 | +54.2% | 2,963 | +24.3% | 0.05% | +31.6% |
| Q3 2020 | $807,000 | +13.7% | 2,383 | +8.9% | 0.04% | -2.6% |
| Q2 2020 | $710,000 | +33.7% | 2,188 | +8.4% | 0.04% | +11.4% |
| Q1 2020 | $531,000 | -42.4% | 2,019 | -17.8% | 0.04% | -27.1% |
| Q4 2019 | $922,000 | +28.8% | 2,456 | +21.6% | 0.05% | +9.1% |
| Q3 2019 | $716,000 | 0.0% | 2,019 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $716,000 | -15.7% | 2,019 | -17.9% | 0.04% | -26.7% |
| Q1 2019 | $849,000 | +67.5% | 2,459 | +46.7% | 0.06% | +36.4% |
| Q4 2018 | $507,000 | -41.0% | 1,676 | -28.3% | 0.04% | -30.2% |
| Q3 2018 | $859,000 | +16.2% | 2,338 | +14.9% | 0.06% | +12.5% |
| Q2 2018 | $739,000 | +19.6% | 2,035 | +12.5% | 0.06% | +14.3% |
| Q1 2018 | $618,000 | -3.1% | 1,809 | -2.0% | 0.05% | -12.5% |
| Q4 2017 | $638,000 | -2.3% | 1,846 | -7.8% | 0.06% | -25.3% |
| Q3 2017 | $653,000 | +32.7% | 2,002 | +29.2% | 0.08% | +17.2% |
| Q2 2017 | $492,000 | +40.2% | 1,550 | +38.0% | 0.06% | +25.5% |
| Q1 2017 | $351,000 | +202.6% | 1,123 | +172.6% | 0.05% | +131.8% |
| Q3 2016 | $116,000 | -17.7% | 412 | -20.6% | 0.02% | -31.2% |
| Q2 2016 | $141,000 | -53.5% | 519 | -55.0% | 0.03% | -61.4% |
| Q1 2016 | $303,000 | -2.3% | 1,153 | -5.4% | 0.08% | -17.0% |
| Q4 2015 | $310,000 | +57.4% | 1,219 | +53.7% | 0.10% | +69.5% |
| Q3 2015 | $197,000 | -12.1% | 793 | -2.9% | 0.06% | -10.6% |
| Q2 2015 | $224,000 | -87.7% | 817 | -87.5% | 0.07% | -86.9% |
| Q1 2015 | $1,828,000 | +89.2% | 6,539 | +75.6% | 0.50% | +67.2% |
| Q4 2014 | $966,000 | +37.0% | 3,724 | +32.4% | 0.30% | -16.8% |
| Q1 2014 | $705,000 | +84.6% | 2,812 | +79.9% | 0.36% | +89.1% |
| Q4 2013 | $382,000 | – | 1,563 | – | 0.19% | – |
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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% |