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 | $276,840 | -4.6% | 606 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $290,314 | +29.4% | 606 | +20.0% | 0.05% | -22.9% |
| Q1 2023 | $224,437 | -5.9% | 505 | 0.0% | 0.07% | -7.9% |
| Q4 2022 | $238,547 | +13.1% | 505 | -4.2% | 0.08% | -8.4% |
| Q3 2022 | $211,000 | -4.5% | 527 | -1.5% | 0.08% | -34.6% |
| Q2 2022 | $221,000 | -52.9% | 535 | -44.1% | 0.13% | -46.9% |
| Q1 2022 | $469,000 | -5.3% | 957 | 0.0% | 0.24% | -17.0% |
| Q4 2021 | $495,000 | +7.6% | 957 | 0.0% | 0.29% | +37.1% |
| Q3 2021 | $460,000 | -1.1% | 957 | +0.9% | 0.21% | +3.4% |
| Q2 2021 | $465,000 | -7.4% | 948 | -10.1% | 0.20% | -5.6% |
| Q1 2021 | $502,000 | +13.3% | 1,054 | 0.0% | 0.22% | +3.9% |
| Q4 2020 | $443,000 | +22.0% | 1,054 | -1.5% | 0.21% | -2.8% |
| Q3 2020 | $363,000 | +21.4% | 1,070 | +16.2% | 0.21% | +12.7% |
| Q2 2020 | $299,000 | +7.9% | 921 | -12.5% | 0.19% | -6.0% |
| Q1 2020 | $277,000 | -35.4% | 1,053 | -7.9% | 0.20% | -2.0% |
| Q4 2019 | $429,000 | +5.7% | 1,143 | -0.9% | 0.20% | -8.9% |
| Q3 2019 | $406,000 | -0.7% | 1,153 | 0.0% | 0.22% | -5.5% |
| Q2 2019 | $409,000 | -2.4% | 1,153 | -4.9% | 0.24% | -7.4% |
| Q1 2019 | $419,000 | +10.3% | 1,212 | -3.3% | 0.26% | -6.9% |
| Q4 2018 | $380,000 | -17.6% | 1,254 | 0.0% | 0.28% | -8.6% |
| Q3 2018 | $461,000 | +3.6% | 1,254 | 0.0% | 0.30% | -9.0% |
| Q2 2018 | $445,000 | +3.7% | 1,254 | 0.0% | 0.33% | +1.5% |
| Q1 2018 | $429,000 | -2.5% | 1,254 | -1.5% | 0.33% | +0.9% |
| Q4 2017 | $440,000 | +6.0% | 1,273 | 0.0% | 0.32% | -2.4% |
| Q3 2017 | $415,000 | -0.7% | 1,273 | -3.3% | 0.33% | -3.8% |
| Q2 2017 | $418,000 | +9.7% | 1,316 | +8.0% | 0.34% | +4.9% |
| Q1 2017 | $381,000 | +3.5% | 1,218 | 0.0% | 0.33% | +5.1% |
| Q4 2016 | $368,000 | +5.7% | 1,218 | -1.1% | 0.31% | +6.1% |
| Q3 2016 | $348,000 | +3.6% | 1,232 | -0.3% | 0.30% | +46.0% |
| Q2 2016 | $336,000 | +2.8% | 1,236 | -0.6% | 0.20% | -3.8% |
| Q1 2016 | $327,000 | -29.1% | 1,243 | -31.6% | 0.21% | -20.2% |
| Q4 2015 | $461,000 | +3.4% | 1,816 | +1.4% | 0.26% | -10.2% |
| Q3 2015 | $446,000 | -9.7% | 1,791 | -0.9% | 0.29% | +1.7% |
| Q2 2015 | $494,000 | -2.2% | 1,808 | -0.7% | 0.29% | -6.2% |
| Q1 2015 | $505,000 | +11.7% | 1,820 | +6.2% | 0.31% | -10.2% |
| Q4 2014 | $452,000 | – | 1,713 | – | 0.34% | – |
Download | ||||||
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% |