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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $244 | -3.6% | 509 | -7.6% | 0.02% | +4.8% |
| Q1 2023 | $253 | -100.0% | 551 | -11.0% | 0.02% | -12.5% |
| Q4 2022 | $274,093,248 | +124487.8% | 619 | +12.8% | 0.02% | +9.1% |
| Q3 2022 | $220,000 | -14.1% | 549 | -11.0% | 0.02% | -15.4% |
| Q2 2022 | $256,000 | -3.8% | 617 | +11.8% | 0.03% | -10.3% |
| Q3 2021 | $266,000 | +18.8% | 552 | -9.7% | 0.03% | -42.0% |
| Q3 2018 | $224,000 | +3.7% | 611 | +0.2% | 0.05% | -2.0% |
| Q2 2018 | $216,000 | -2.3% | 610 | -5.6% | 0.05% | -30.1% |
| Q1 2018 | $221,000 | -0.5% | 646 | +0.3% | 0.07% | +1.4% |
| Q4 2017 | $222,000 | -7.9% | 644 | -12.7% | 0.07% | -25.0% |
| Q3 2017 | $241,000 | +1.3% | 738 | -1.5% | 0.10% | -11.9% |
| Q2 2017 | $238,000 | -73.3% | 749 | -77.1% | 0.11% | -81.9% |
| Q2 2015 | $893,000 | -0.3% | 3,269 | +1.1% | 0.60% | +4.0% |
| Q1 2015 | $896,000 | +5.9% | 3,232 | +0.8% | 0.58% | -3.2% |
| Q4 2014 | $846,000 | +5.9% | 3,206 | +0.0% | 0.60% | -1.0% |
| Q3 2014 | $799,000 | -4.3% | 3,205 | +0.0% | 0.60% | -7.2% |
| Q2 2014 | $835,000 | +4.0% | 3,204 | 0.0% | 0.65% | -12.8% |
| Q1 2014 | $803,000 | +2.7% | 3,204 | +0.0% | 0.74% | -3.4% |
| Q4 2013 | $782,000 | – | 3,203 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |