SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,442 | -18.8% | 283 | -15.0% | 0.02% | -21.7% |
| Q2 2023 | $159,477 | +25.1% | 333 | +17.7% | 0.02% | +15.0% |
| Q1 2023 | $127,469 | -78.7% | 283 | -82.2% | 0.02% | -68.3% |
| Q4 2019 | $598,000 | +16.1% | 1,593 | +9.1% | 0.06% | +8.6% |
| Q3 2019 | $515,000 | +96.6% | 1,460 | +97.6% | 0.06% | -49.1% |
| Q2 2019 | $262,000 | -1.5% | 739 | -4.0% | 0.11% | -14.3% |
| Q1 2019 | $266,000 | -38.9% | 770 | -35.0% | 0.13% | -42.9% |
| Q3 2018 | $435,000 | +9.6% | 1,185 | +5.9% | 0.23% | -2.1% |
| Q2 2018 | $397,000 | -35.7% | 1,119 | -38.0% | 0.24% | -57.8% |
| Q1 2018 | $617,000 | -0.5% | 1,805 | +0.6% | 0.56% | -6.5% |
| Q4 2017 | $620,000 | +12.9% | 1,794 | +6.5% | 0.60% | +4.5% |
| Q3 2017 | $549,000 | – | 1,684 | – | 0.58% | – |
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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% |