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 | $1,331,106 | -4.5% | 2,915 | +0.2% | 0.56% | -11.0% |
| Q2 2023 | $1,393,149 | +0.5% | 2,909 | -3.8% | 0.63% | -1.7% |
| Q1 2023 | $1,386,232 | -6.2% | 3,024 | -9.4% | 0.64% | -10.4% |
| Q4 2022 | $1,478,476 | +9.5% | 3,339 | -0.7% | 0.71% | -20.6% |
| Q3 2022 | $1,350,000 | -4.2% | 3,362 | -1.3% | 0.90% | +16.5% |
| Q2 2022 | $1,409,000 | -15.8% | 3,408 | -0.1% | 0.77% | -13.7% |
| Q1 2022 | $1,673,000 | -12.2% | 3,412 | -7.3% | 0.89% | -20.3% |
| Q4 2021 | $1,905,000 | +6.5% | 3,680 | -1.0% | 1.12% | +7.1% |
| Q3 2021 | $1,788,000 | -3.0% | 3,719 | -1.0% | 1.04% | -5.6% |
| Q2 2021 | $1,844,000 | +1.0% | 3,756 | -2.1% | 1.11% | -12.6% |
| Q1 2021 | $1,826,000 | +17.4% | 3,836 | +3.6% | 1.27% | +11.0% |
| Q4 2020 | $1,555,000 | +20.8% | 3,703 | -2.5% | 1.14% | +6.0% |
| Q3 2020 | $1,287,000 | +4.2% | 3,799 | -0.2% | 1.08% | -5.7% |
| Q2 2020 | $1,235,000 | +23.5% | 3,805 | +0.0% | 1.14% | -8.7% |
| Q1 2020 | $1,000,000 | -31.2% | 3,804 | -1.8% | 1.25% | -7.5% |
| Q4 2019 | $1,453,000 | +4.8% | 3,872 | -1.6% | 1.35% | -4.0% |
| Q3 2019 | $1,386,000 | -7.0% | 3,933 | -6.5% | 1.41% | +5.8% |
| Q2 2019 | $1,491,000 | -5.1% | 4,205 | -7.6% | 1.33% | -12.3% |
| Q1 2019 | $1,571,000 | +9.4% | 4,549 | -4.1% | 1.52% | +0.1% |
| Q4 2018 | $1,436,000 | -27.0% | 4,744 | -14.4% | 1.52% | -17.7% |
| Q2 2018 | $1,966,000 | 0.0% | 5,539 | -3.7% | 1.84% | -9.7% |
| Q1 2018 | $1,966,000 | -2.3% | 5,753 | -1.2% | 2.04% | -11.4% |
| Q4 2017 | $2,012,000 | -18.6% | 5,824 | -25.2% | 2.30% | -30.2% |
| Q2 2017 | $2,471,000 | -19.2% | 7,781 | -20.6% | 3.30% | -17.2% |
| Q1 2017 | $3,060,000 | -9.1% | 9,796 | -12.2% | 3.99% | -45.0% |
| Q4 2016 | $3,368,000 | -5.2% | 11,161 | -12.4% | 7.26% | +41.6% |
| Q3 2016 | $3,553,000 | -7.5% | 12,734 | -9.7% | 5.13% | -7.5% |
| Q2 2016 | $3,840,000 | -0.9% | 14,104 | -4.4% | 5.54% | -10.0% |
| Q1 2016 | $3,874,000 | +282.8% | 14,746 | +269.9% | 6.16% | +520.4% |
| Q4 2015 | $1,012,000 | -48.8% | 3,987 | -49.8% | 0.99% | -46.6% |
| Q3 2015 | $1,978,000 | -10.0% | 7,947 | -1.2% | 1.86% | -24.6% |
| Q2 2015 | $2,197,000 | -4.5% | 8,041 | -3.1% | 2.46% | -3.8% |
| Q1 2015 | $2,301,000 | +0.0% | 8,298 | -4.8% | 2.56% | -7.9% |
| Q4 2014 | $2,300,000 | +2.4% | 8,713 | -3.3% | 2.78% | -1.0% |
| Q3 2014 | $2,247,000 | -4.8% | 9,012 | -0.5% | 2.81% | -13.3% |
| Q2 2014 | $2,360,000 | -2.7% | 9,059 | -6.4% | 3.24% | -4.4% |
| Q1 2014 | $2,425,000 | +0.6% | 9,678 | -2.0% | 3.39% | +1.5% |
| Q4 2013 | $2,411,000 | – | 9,873 | – | 3.34% | – |
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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% |