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 | $120,069 | -4.4% | 263 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $125,545 | +4.8% | 262 | +0.4% | 0.06% | +3.6% |
| Q1 2023 | $119,851 | +3.9% | 261 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $115,361 | +10.9% | 261 | +0.8% | 0.06% | +3.7% |
| Q3 2022 | $104,000 | -2.8% | 259 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $107,000 | -15.7% | 259 | +0.4% | 0.05% | 0.0% |
| Q1 2022 | $127,000 | -4.5% | 258 | +0.4% | 0.05% | -22.1% |
| Q4 2021 | $133,000 | +9.9% | 257 | +1.6% | 0.07% | +25.9% |
| Q3 2021 | $121,000 | -2.4% | 253 | +0.4% | 0.05% | 0.0% |
| Q2 2021 | $124,000 | +3.3% | 252 | +0.4% | 0.05% | -1.8% |
| Q1 2021 | $120,000 | +14.3% | 251 | 0.0% | 0.06% | +1.9% |
| Q4 2020 | $105,000 | +18.0% | 251 | -4.2% | 0.05% | 0.0% |
| Q3 2020 | $89,000 | -12.7% | 262 | -16.6% | 0.05% | -16.9% |
| Q2 2020 | $102,000 | -1.0% | 314 | -19.9% | 0.06% | -14.5% |
| Q1 2020 | $103,000 | -24.8% | 392 | +7.7% | 0.08% | +2.7% |
| Q4 2019 | $137,000 | +7.0% | 364 | +0.3% | 0.07% | +1.4% |
| Q3 2019 | $128,000 | +3.2% | 363 | +3.7% | 0.07% | +1.4% |
| Q2 2019 | $124,000 | +6.0% | 350 | +2.9% | 0.07% | +2.9% |
| Q1 2019 | $117,000 | +14.7% | 340 | +0.6% | 0.07% | -2.8% |
| Q4 2018 | $102,000 | -29.7% | 338 | -14.0% | 0.07% | -20.9% |
| Q3 2018 | $145,000 | +4.3% | 393 | +0.3% | 0.09% | -5.2% |
| Q2 2018 | $139,000 | +3.7% | 392 | +0.3% | 0.10% | +2.1% |
| Q1 2018 | $134,000 | -0.7% | 391 | +0.3% | 0.09% | +3.3% |
| Q4 2017 | $135,000 | +6.3% | 390 | +0.5% | 0.09% | -1.1% |
| Q3 2017 | $127,000 | +3.3% | 388 | 0.0% | 0.09% | -3.2% |
| Q2 2017 | $123,000 | +1.7% | 388 | +0.3% | 0.10% | -2.1% |
| Q1 2017 | $121,000 | -19.9% | 387 | -22.4% | 0.10% | -24.2% |
| Q4 2016 | $151,000 | +7.9% | 499 | +0.4% | 0.13% | +10.3% |
| Q3 2016 | $140,000 | +3.7% | 497 | +0.2% | 0.12% | -2.5% |
| Q2 2016 | $135,000 | +3.8% | 496 | +0.2% | 0.12% | 0.0% |
| Q1 2016 | $130,000 | -37.2% | 495 | -39.3% | 0.12% | -39.6% |
| Q4 2015 | $207,000 | – | 815 | – | 0.20% | – |
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% |