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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $20,134,000 | +0.3% | 64,445 | -3.1% | 10.60% | -3.6% |
| Q4 2016 | $20,073,000 | +3.5% | 66,525 | -3.2% | 10.99% | +0.5% |
| Q3 2016 | $19,402,000 | +3.1% | 68,737 | -0.5% | 10.94% | +3.6% |
| Q2 2016 | $18,812,000 | +0.9% | 69,103 | -2.6% | 10.56% | -2.0% |
| Q1 2016 | $18,648,000 | +1.5% | 70,981 | -1.8% | 10.78% | +1.9% |
| Q4 2015 | $18,368,000 | +1.1% | 72,302 | -1.0% | 10.58% | -7.7% |
| Q3 2015 | $18,173,000 | -10.1% | 73,017 | -1.3% | 11.46% | -9.7% |
| Q2 2015 | $20,219,000 | -2.4% | 74,008 | -1.0% | 12.69% | -2.8% |
| Q1 2015 | $20,719,000 | +4.1% | 74,733 | -0.9% | 13.06% | -0.9% |
| Q4 2014 | $19,903,000 | +5.0% | 75,398 | -0.9% | 13.18% | +0.1% |
| Q3 2014 | $18,960,000 | -8.2% | 76,048 | -4.0% | 13.16% | -21.8% |
| Q2 2014 | $20,646,000 | +2.1% | 79,236 | -1.8% | 16.83% | +1.6% |
| Q1 2014 | $20,217,000 | -1.7% | 80,686 | -4.2% | 16.56% | -2.2% |
| Q4 2013 | $20,562,000 | – | 84,203 | – | 16.93% | – |
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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% |