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 | $1,309,372 | -12.4% | 2,867 | -8.1% | 0.08% | -7.0% |
| Q2 2023 | $1,494,360 | +6.7% | 3,120 | +2.1% | 0.09% | +2.4% |
| Q1 2023 | $1,400,568 | +4.6% | 3,055 | +1.0% | 0.08% | -2.3% |
| Q4 2022 | $1,339,525 | +15.0% | 3,025 | +4.3% | 0.09% | +8.9% |
| Q3 2022 | $1,165,000 | 0.0% | 2,900 | +2.9% | 0.08% | +3.9% |
| Q2 2022 | $1,165,000 | -15.4% | 2,817 | +0.4% | 0.08% | -6.2% |
| Q1 2022 | $1,377,000 | +8.3% | 2,807 | +14.2% | 0.08% | +8.0% |
| Q4 2021 | $1,272,000 | +15.6% | 2,458 | +3.0% | 0.08% | +2.7% |
| Q3 2021 | $1,100,000 | +70.8% | 2,387 | +69.1% | 0.07% | +55.3% |
| Q2 2021 | $644,000 | +5.2% | 1,412 | +1.9% | 0.05% | -16.1% |
| Q1 2021 | $612,000 | -41.9% | 1,386 | -46.9% | 0.06% | -51.7% |
| Q4 2020 | $1,054,000 | +31.8% | 2,611 | +10.6% | 0.12% | +14.9% |
| Q3 2020 | $800,000 | +4.4% | 2,361 | 0.0% | 0.10% | +12.2% |
| Q2 2020 | $766,000 | -88.1% | 2,361 | -90.4% | 0.09% | -92.9% |
| Q1 2020 | $6,446,000 | +21.0% | 24,520 | +72.8% | 1.26% | +75.5% |
| Q4 2019 | $5,327,000 | – | 14,192 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |