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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,506,622 | +10.5% | 30,562 | -0.5% | 3.52% | +1.4% |
| Q3 2023 | $14,028,961 | -6.2% | 30,722 | -1.6% | 3.47% | -2.6% |
| Q2 2023 | $14,952,598 | +4.0% | 31,222 | -0.5% | 3.56% | +1.9% |
| Q1 2023 | $14,381,305 | +102221.6% | 31,372 | -1.2% | 3.50% | -0.5% |
| Q4 2022 | $14,055 | -99.9% | 31,742 | -0.7% | 3.52% | +10.2% |
| Q3 2022 | $12,838,000 | -4.5% | 31,962 | -1.7% | 3.19% | +2.1% |
| Q2 2022 | $13,445,000 | -24.5% | 32,516 | -10.5% | 3.13% | -4.8% |
| Q1 2022 | $17,811,000 | -5.7% | 36,316 | -0.4% | 3.29% | -1.6% |
| Q4 2021 | $18,879,000 | +7.7% | 36,469 | 0.0% | 3.34% | +0.9% |
| Q3 2021 | $17,537,000 | -0.9% | 36,469 | +1.2% | 3.31% | -0.5% |
| Q2 2021 | $17,698,000 | +2.9% | 36,044 | -0.3% | 3.32% | -3.1% |
| Q1 2021 | $17,206,000 | +11.5% | 36,144 | -1.6% | 3.43% | +6.6% |
| Q4 2020 | $15,430,000 | +23.9% | 36,744 | +0.0% | 3.22% | +8.2% |
| Q3 2020 | $12,449,000 | +2.9% | 36,740 | -1.5% | 2.98% | -5.0% |
| Q2 2020 | $12,100,000 | +22.4% | 37,290 | -0.8% | 3.13% | +5.0% |
| Q1 2020 | $9,882,000 | -33.9% | 37,590 | -5.6% | 2.98% | -16.2% |
| Q4 2019 | $14,955,000 | +6.4% | 39,840 | -0.1% | 3.56% | -1.4% |
| Q3 2019 | $14,060,000 | -2.2% | 39,890 | -1.6% | 3.61% | -4.4% |
| Q2 2019 | $14,375,000 | +2.2% | 40,540 | -0.5% | 3.78% | -1.4% |
| Q1 2019 | $14,072,000 | +13.0% | 40,740 | -1.0% | 3.83% | +2.8% |
| Q4 2018 | $12,452,000 | -17.7% | 41,140 | -0.1% | 3.73% | -5.8% |
| Q3 2018 | $15,136,000 | +3.1% | 41,190 | -0.4% | 3.96% | -2.5% |
| Q2 2018 | $14,684,000 | +1.9% | 41,360 | -1.9% | 4.06% | -0.4% |
| Q1 2018 | $14,407,000 | +96.7% | 42,160 | +98.8% | 4.08% | +0.7% |
| Q4 2017 | $7,326,000 | -48.2% | 21,210 | -51.1% | 4.04% | -1.3% |
| Q3 2017 | $14,153,000 | +100.9% | 43,370 | +95.5% | 4.10% | -3.2% |
| Q2 2017 | $7,046,000 | -1.9% | 22,185 | -3.5% | 4.23% | -3.8% |
| Q1 2017 | $7,181,000 | +2.0% | 22,985 | -1.5% | 4.40% | -0.8% |
| Q4 2016 | $7,041,000 | -47.1% | 23,335 | -50.5% | 4.44% | +3.9% |
| Q3 2016 | $13,315,000 | +2.4% | 47,170 | -1.3% | 4.27% | -1.9% |
| Q2 2016 | $13,004,000 | +0.5% | 47,770 | -3.0% | 4.36% | +0.1% |
| Q1 2016 | $12,944,000 | -0.3% | 49,270 | -3.6% | 4.35% | -2.1% |
| Q4 2015 | $12,987,000 | +102.6% | 51,120 | +98.4% | 4.44% | -4.4% |
| Q3 2015 | $6,411,000 | -13.0% | 25,760 | -4.5% | 4.65% | -5.2% |
| Q2 2015 | $7,372,000 | -6.3% | 26,985 | -4.9% | 4.90% | -7.5% |
| Q1 2015 | $7,865,000 | -16.2% | 28,370 | -20.2% | 5.30% | -26.7% |
| Q4 2014 | $9,389,000 | -3.3% | 35,570 | -8.7% | 7.23% | -5.5% |
| Q3 2014 | $9,710,000 | -12.8% | 38,945 | -8.9% | 7.65% | -10.4% |
| Q2 2014 | $11,140,000 | +4.2% | 42,755 | +0.2% | 8.53% | -2.3% |
| Q1 2014 | $10,694,000 | – | 42,680 | – | 8.73% | – |
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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% |