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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $264,000 | -23.5% | 554 | -39.7% | 0.14% | -47.8% |
| Q4 2019 | $345,000 | -11.1% | 919 | -16.5% | 0.28% | -18.3% |
| Q3 2019 | $388,000 | -0.5% | 1,100 | 0.0% | 0.34% | -0.9% |
| Q2 2019 | $390,000 | -14.7% | 1,100 | -16.9% | 0.34% | -15.8% |
| Q1 2019 | $457,000 | +11.5% | 1,323 | -2.2% | 0.40% | -0.2% |
| Q4 2018 | $410,000 | -19.0% | 1,353 | -1.8% | 0.41% | -3.6% |
| Q3 2018 | $506,000 | -0.2% | 1,378 | -3.5% | 0.42% | -6.9% |
| Q2 2018 | $507,000 | +6.1% | 1,428 | +2.1% | 0.45% | +7.4% |
| Q1 2018 | $478,000 | -1.0% | 1,398 | 0.0% | 0.42% | -3.2% |
| Q4 2017 | $483,000 | +11.3% | 1,398 | +5.1% | 0.44% | +8.8% |
| Q3 2017 | $434,000 | +2.6% | 1,330 | 0.0% | 0.40% | +2.6% |
| Q2 2017 | $423,000 | +15.3% | 1,330 | +13.2% | 0.39% | +13.7% |
| Q1 2017 | $367,000 | -13.2% | 1,175 | -16.1% | 0.34% | -12.5% |
| Q4 2016 | $423,000 | +30.2% | 1,400 | +21.7% | 0.39% | +33.8% |
| Q3 2016 | $325,000 | -5.0% | 1,150 | -8.4% | 0.29% | -3.9% |
| Q2 2016 | $342,000 | +3.6% | 1,255 | 0.0% | 0.30% | +1.0% |
| Q1 2016 | $330,000 | +3.4% | 1,255 | 0.0% | 0.30% | -9.9% |
| Q4 2015 | $319,000 | – | 1,255 | – | 0.34% | – |
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% |