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 | $326,497 | -4.7% | 715 | 0.0% | 0.01% | -6.7% |
Q2 2023 | $342,420 | +4.5% | 715 | 0.0% | 0.02% | -6.2% |
Q1 2023 | $327,763 | +2.1% | 715 | -1.4% | 0.02% | -5.9% |
Q4 2022 | $321,022 | +10.3% | 725 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $291,000 | -15.9% | 725 | -13.5% | 0.02% | -19.0% |
Q2 2022 | $346,000 | -18.6% | 838 | -3.5% | 0.02% | -4.5% |
Q1 2022 | $425,000 | -5.3% | 868 | 0.0% | 0.02% | -35.3% |
Q4 2021 | $449,000 | +6.9% | 868 | -0.8% | 0.03% | -2.9% |
Q3 2021 | $420,000 | -2.1% | 875 | 0.0% | 0.04% | -7.9% |
Q2 2021 | $429,000 | +3.1% | 875 | 0.0% | 0.04% | -17.4% |
Q1 2021 | $416,000 | +13.4% | 875 | 0.0% | 0.05% | +4.5% |
Q4 2020 | $367,000 | +21.1% | 875 | -2.2% | 0.04% | +7.3% |
Q3 2020 | $303,000 | +4.5% | 895 | 0.0% | 0.04% | -2.4% |
Q2 2020 | $290,000 | +23.4% | 895 | 0.0% | 0.04% | +5.0% |
Q1 2020 | $235,000 | -30.1% | 895 | 0.0% | 0.04% | -23.1% |
Q4 2019 | $336,000 | +1.5% | 895 | -4.8% | 0.05% | -5.5% |
Q3 2019 | $331,000 | -0.6% | 940 | 0.0% | 0.06% | -3.5% |
Q2 2019 | $333,000 | +2.5% | 940 | 0.0% | 0.06% | -1.7% |
Q1 2019 | $325,000 | +14.0% | 940 | 0.0% | 0.06% | 0.0% |
Q4 2018 | $285,000 | -17.4% | 940 | 0.0% | 0.06% | -6.5% |
Q3 2018 | $345,000 | +3.3% | 940 | 0.0% | 0.06% | -1.6% |
Q2 2018 | $334,000 | +4.0% | 940 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $321,000 | -1.2% | 940 | 0.0% | 0.06% | -3.1% |
Q4 2017 | $325,000 | +5.9% | 940 | 0.0% | 0.06% | +1.6% |
Q3 2017 | $307,000 | +2.7% | 940 | 0.0% | 0.06% | -27.3% |
Q2 2017 | $299,000 | +6.8% | 940 | +5.0% | 0.09% | +1.1% |
Q1 2017 | $280,000 | +9.4% | 895 | +5.3% | 0.09% | +7.4% |
Q4 2016 | $256,000 | +6.7% | 850 | 0.0% | 0.08% | +3.8% |
Q3 2016 | $240,000 | +3.9% | 850 | 0.0% | 0.08% | -3.7% |
Q2 2016 | $231,000 | +3.6% | 850 | 0.0% | 0.08% | +800.0% |
Q1 2016 | $223,000 | +3.2% | 850 | 0.0% | 0.01% | -87.7% |
Q4 2015 | $216,000 | +1.9% | 850 | 0.0% | 0.07% | -5.2% |
Q3 2015 | $212,000 | -8.6% | 850 | 0.0% | 0.08% | +16.7% |
Q2 2015 | $232,000 | -1.7% | 850 | 0.0% | 0.07% | -7.0% |
Q1 2015 | $236,000 | +5.4% | 850 | 0.0% | 0.07% | -15.5% |
Q4 2014 | $224,000 | +5.7% | 850 | 0.0% | 0.08% | +10.5% |
Q3 2014 | $212,000 | -4.1% | 850 | 0.0% | 0.08% | -14.6% |
Q2 2014 | $221,000 | -8.3% | 850 | -11.5% | 0.09% | -2.2% |
Q1 2014 | $241,000 | – | 960 | – | 0.09% | – |
Download |
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% |