SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,710,047 | -32.4% | 12,504 | -29.1% | 0.12% | -18.3% |
| Q2 2023 | $8,451,276 | -54.3% | 17,647 | -56.3% | 0.15% | -40.9% |
| Q1 2023 | $18,500,569 | -0.7% | 40,358 | -4.1% | 0.26% | +2.8% |
| Q4 2022 | $18,637,973 | +7.6% | 42,092 | -2.4% | 0.25% | -0.4% |
| Q3 2022 | $17,326,000 | -1.7% | 43,137 | +1.2% | 0.25% | -6.6% |
| Q2 2022 | $17,633,000 | -8.8% | 42,645 | +8.2% | 0.27% | +4.6% |
| Q1 2022 | $19,334,000 | +108.0% | 39,420 | +119.6% | 0.26% | +70.4% |
| Q4 2021 | $9,293,000 | -52.1% | 17,952 | -55.5% | 0.15% | -39.0% |
| Q3 2021 | $19,385,000 | -3.5% | 40,313 | -1.4% | 0.25% | -2.4% |
| Q2 2021 | $20,082,000 | +1.5% | 40,900 | -1.6% | 0.26% | -7.6% |
| Q1 2021 | $19,794,000 | +4.5% | 41,580 | -7.8% | 0.28% | -0.7% |
| Q4 2020 | $18,934,000 | +18.2% | 45,091 | -4.6% | 0.28% | +5.3% |
| Q3 2020 | $16,016,000 | +10.7% | 47,269 | +6.0% | 0.26% | -1.9% |
| Q2 2020 | $14,474,000 | -82.6% | 44,606 | -85.9% | 0.27% | -86.7% |
| Q1 2020 | $83,337,000 | -37.3% | 317,014 | -10.5% | 2.02% | -16.4% |
| Q4 2019 | $132,907,000 | +5.7% | 354,060 | -0.8% | 2.42% | -3.4% |
| Q3 2019 | $125,745,000 | +1874.9% | 356,751 | +1886.7% | 2.50% | +1069.6% |
| Q2 2019 | $6,367,000 | – | 17,957 | – | 0.21% | – |
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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% |