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 | $602,765 | -4.7% | 1,320 | 0.0% | 0.26% | +0.4% |
| Q2 2023 | $632,161 | +4.5% | 1,320 | 0.0% | 0.26% | -1.5% |
| Q1 2023 | $605,101 | -13.0% | 1,320 | -15.9% | 0.27% | -18.4% |
| Q4 2022 | $695,180 | +10.2% | 1,570 | 0.0% | 0.33% | +0.3% |
| Q3 2022 | $631,000 | -7.5% | 1,570 | -4.8% | 0.32% | -6.1% |
| Q2 2022 | $682,000 | -15.7% | 1,650 | 0.0% | 0.35% | +0.6% |
| Q1 2022 | $809,000 | -10.7% | 1,650 | -5.7% | 0.34% | -6.8% |
| Q4 2021 | $906,000 | +7.6% | 1,750 | 0.0% | 0.37% | -2.4% |
| Q3 2021 | $842,000 | -2.0% | 1,750 | 0.0% | 0.38% | -2.1% |
| Q2 2021 | $859,000 | +3.1% | 1,750 | 0.0% | 0.39% | -2.5% |
| Q1 2021 | $833,000 | +13.3% | 1,750 | 0.0% | 0.40% | +6.7% |
| Q4 2020 | $735,000 | +20.9% | 1,750 | -2.5% | 0.37% | +6.3% |
| Q3 2020 | $608,000 | +4.3% | 1,795 | 0.0% | 0.35% | -2.2% |
| Q2 2020 | $583,000 | +11.9% | 1,795 | -9.3% | 0.36% | -5.8% |
| Q1 2020 | $521,000 | -28.1% | 1,980 | +2.6% | 0.38% | -10.0% |
| Q4 2019 | $725,000 | +3.4% | 1,930 | -3.0% | 0.42% | -2.8% |
| Q3 2019 | $701,000 | -3.3% | 1,990 | -2.7% | 0.43% | -3.8% |
| Q2 2019 | $725,000 | +2.7% | 2,045 | 0.0% | 0.45% | -0.2% |
| Q1 2019 | $706,000 | +14.1% | 2,045 | 0.0% | 0.45% | -3.2% |
| Q4 2018 | $619,000 | -17.7% | 2,045 | 0.0% | 0.47% | +5.2% |
| Q3 2018 | $752,000 | -2.8% | 2,045 | -6.2% | 0.44% | -8.8% |
| Q2 2018 | $774,000 | +1.0% | 2,180 | -2.7% | 0.49% | -0.2% |
| Q1 2018 | $766,000 | -1.0% | 2,240 | 0.0% | 0.49% | +2.7% |
| Q4 2017 | $774,000 | +5.9% | 2,240 | 0.0% | 0.47% | +4.6% |
| Q3 2017 | $731,000 | -3.7% | 2,240 | -6.3% | 0.45% | -7.2% |
| Q2 2017 | $759,000 | -15.1% | 2,390 | -16.4% | 0.49% | -15.9% |
| Q1 2017 | $894,000 | -0.4% | 2,860 | -3.9% | 0.58% | +0.2% |
| Q4 2016 | $898,000 | -11.0% | 2,975 | -16.8% | 0.58% | -13.7% |
| Q3 2016 | $1,009,000 | +5.3% | 3,575 | +1.6% | 0.67% | +5.5% |
| Q2 2016 | $958,000 | +3.6% | 3,520 | 0.0% | 0.64% | +4.4% |
| Q1 2016 | $925,000 | +3.5% | 3,520 | 0.0% | 0.61% | -1.9% |
| Q4 2015 | $894,000 | +2.1% | 3,520 | 0.0% | 0.62% | +0.3% |
| Q3 2015 | $876,000 | -8.9% | 3,520 | 0.0% | 0.62% | +0.7% |
| Q2 2015 | $962,000 | -1.4% | 3,520 | 0.0% | 0.62% | -1.3% |
| Q1 2015 | $976,000 | +5.1% | 3,520 | 0.0% | 0.62% | +2.8% |
| Q4 2014 | $929,000 | – | 3,520 | – | 0.61% | – |
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% |