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 | $25,302,879 | -4.1% | 55,411 | +0.6% | 5.51% | -2.2% |
| Q2 2023 | $26,384,589 | +1.1% | 55,093 | -3.2% | 5.63% | -4.7% |
| Q1 2023 | $26,086,738 | +9.9% | 56,907 | +6.2% | 5.91% | +7.8% |
| Q4 2022 | $23,730,444 | +141.3% | 53,593 | +118.9% | 5.49% | +23.6% |
| Q3 2022 | $9,835,000 | -56.3% | 24,486 | -55.0% | 4.44% | -15.5% |
| Q2 2022 | $22,516,000 | -21.3% | 54,454 | -6.7% | 5.25% | -9.4% |
| Q1 2022 | $28,628,000 | -7.0% | 58,370 | -1.9% | 5.80% | -5.9% |
| Q4 2021 | $30,789,000 | +22.9% | 59,475 | +14.1% | 6.16% | +4.4% |
| Q3 2021 | $25,056,000 | -2.1% | 52,105 | -0.0% | 5.90% | -1.8% |
| Q2 2021 | $25,586,000 | -2.0% | 52,109 | -5.0% | 6.01% | -3.5% |
| Q1 2021 | $26,109,000 | +9.8% | 54,845 | -3.1% | 6.22% | +5.4% |
| Q4 2020 | $23,774,000 | +20.6% | 56,615 | -2.7% | 5.91% | +10.8% |
| Q3 2020 | $19,708,000 | +4.9% | 58,164 | +0.4% | 5.33% | -2.4% |
| Q2 2020 | $18,791,000 | +22.1% | 57,910 | -1.1% | 5.46% | +4.6% |
| Q1 2020 | $15,394,000 | -30.8% | 58,556 | -1.3% | 5.22% | -12.8% |
| Q4 2019 | $22,261,000 | +5.9% | 59,302 | -0.6% | 5.99% | +3.9% |
| Q3 2019 | $21,018,000 | -0.2% | 59,631 | +0.4% | 5.77% | -9.9% |
| Q2 2019 | $21,060,000 | -1.1% | 59,393 | -3.6% | 6.40% | +1.9% |
| Q1 2019 | $21,285,000 | +14.1% | 61,624 | -0.0% | 6.28% | +1.9% |
| Q4 2018 | $18,653,000 | -17.8% | 61,629 | -0.2% | 6.16% | -3.0% |
| Q3 2018 | $22,701,000 | -0.3% | 61,778 | -3.6% | 6.35% | -4.3% |
| Q2 2018 | $22,759,000 | +3.8% | 64,105 | -0.1% | 6.64% | -1.0% |
| Q1 2018 | $21,918,000 | -1.0% | 64,140 | +0.1% | 6.71% | +0.1% |
| Q4 2017 | $22,141,000 | -0.9% | 64,102 | -6.4% | 6.70% | +0.2% |
| Q3 2017 | $22,347,000 | +3.2% | 68,481 | +0.4% | 6.68% | +0.5% |
| Q2 2017 | $21,654,000 | -1.1% | 68,175 | -2.7% | 6.65% | -0.2% |
| Q1 2017 | $21,901,000 | +21.5% | 70,100 | +17.4% | 6.66% | +2.5% |
| Q4 2016 | $18,024,000 | +6.7% | 59,735 | -0.2% | 6.50% | +4.9% |
| Q3 2016 | $16,895,000 | +3.7% | 59,855 | -0.0% | 6.20% | +0.2% |
| Q2 2016 | $16,299,000 | +3.9% | 59,875 | +0.3% | 6.18% | +1.8% |
| Q1 2016 | $15,687,000 | +126.2% | 59,710 | +118.7% | 6.07% | +110.2% |
| Q4 2015 | $6,935,000 | +4.0% | 27,300 | +1.9% | 2.89% | +0.9% |
| Q3 2015 | $6,671,000 | -8.4% | 26,800 | +0.5% | 2.86% | -1.1% |
| Q2 2015 | $7,284,000 | -4.0% | 26,665 | -2.6% | 2.90% | +1.0% |
| Q1 2015 | $7,588,000 | +1.6% | 27,370 | -3.2% | 2.87% | +4.3% |
| Q4 2014 | $7,466,000 | +6.3% | 28,285 | +0.4% | 2.75% | +2.0% |
| Q3 2014 | $7,022,000 | -4.9% | 28,167 | -0.6% | 2.70% | -2.8% |
| Q2 2014 | $7,382,000 | +4.7% | 28,332 | +0.6% | 2.77% | -0.1% |
| Q1 2014 | $7,053,000 | +5.2% | 28,152 | +2.6% | 2.77% | +0.4% |
| Q4 2013 | $6,702,000 | – | 27,447 | – | 2.76% | – |
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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% |