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 | $938,395 | -49.7% | 2,055 | -47.3% | 0.60% | -43.2% |
| Q2 2023 | $1,866,774 | +66.4% | 3,898 | +59.2% | 1.06% | +22.6% |
| Q1 2023 | $1,122,102 | -45.3% | 2,448 | -47.2% | 0.87% | -60.4% |
| Q4 2022 | $2,051,219 | +84.1% | 4,632 | +67.0% | 2.19% | +60.7% |
| Q3 2022 | $1,114,000 | -38.4% | 2,774 | -24.8% | 1.36% | +25.9% |
| Q1 2022 | $1,808,000 | -54.5% | 3,687 | -51.9% | 1.08% | -35.3% |
| Q4 2021 | $3,972,000 | +2.1% | 7,672 | -5.2% | 1.67% | +5.3% |
| Q3 2021 | $3,891,000 | -6.5% | 8,091 | -4.6% | 1.59% | -9.2% |
| Q2 2021 | $4,163,000 | +3.5% | 8,479 | +0.4% | 1.75% | -3.4% |
| Q1 2021 | $4,021,000 | +8.3% | 8,447 | -4.5% | 1.81% | -5.2% |
| Q4 2020 | $3,714,000 | +104.9% | 8,846 | +65.3% | 1.91% | +83.9% |
| Q3 2020 | $1,813,000 | -34.3% | 5,353 | -37.1% | 1.04% | -36.5% |
| Q2 2020 | $2,760,000 | +961.5% | 8,507 | +758.4% | 1.64% | +372.5% |
| Q1 2020 | $260,000 | -92.6% | 991 | -89.3% | 0.35% | -81.3% |
| Q4 2019 | $3,491,000 | -10.5% | 9,302 | -17.5% | 1.85% | -5.2% |
| Q3 2019 | $3,899,000 | -22.9% | 11,279 | -20.8% | 1.96% | -32.1% |
| Q2 2019 | $5,057,000 | +1.1% | 14,235 | -0.4% | 2.88% | -0.8% |
| Q1 2019 | $5,002,000 | +17.7% | 14,292 | +11.2% | 2.90% | -25.9% |
| Q4 2018 | $4,249,000 | – | 12,857 | – | 3.92% | – |
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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% |