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 | $240,193 | -4.7% | 526 | 0.0% | 0.07% | -11.8% |
| Q2 2023 | $251,907 | +4.5% | 526 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $241,124 | +3.5% | 526 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $232,908 | +10.4% | 526 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $211,000 | -2.8% | 526 | 0.0% | 0.08% | +1.4% |
| Q2 2022 | $217,000 | -15.9% | 526 | 0.0% | 0.07% | -1.3% |
| Q1 2022 | $258,000 | +0.4% | 526 | 0.0% | 0.08% | +10.3% |
| Q4 2021 | $257,000 | +1.6% | 526 | 0.0% | 0.07% | -11.7% |
| Q3 2021 | $253,000 | -1.9% | 526 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $258,000 | +3.2% | 526 | 0.0% | 0.08% | -3.6% |
| Q1 2021 | $250,000 | +4.2% | 526 | 0.0% | 0.08% | +3.8% |
| Q4 2020 | $240,000 | +4.3% | 526 | -16.0% | 0.08% | -14.9% |
| Q3 2018 | $230,000 | -6.5% | 626 | -9.5% | 0.09% | -12.1% |
| Q2 2018 | $246,000 | -47.9% | 692 | -50.0% | 0.11% | +0.9% |
| Q1 2018 | $472,000 | +97.5% | 1,384 | +100.0% | 0.11% | -1.9% |
| Q4 2017 | $239,000 | +3.5% | 692 | 0.0% | 0.11% | +0.9% |
| Q3 2017 | $231,000 | +5.0% | 692 | 0.0% | 0.11% | -15.7% |
| Q2 2017 | $220,000 | -50.0% | 692 | -50.0% | 0.13% | +8.5% |
| Q1 2017 | $440,000 | +5.3% | 1,384 | 0.0% | 0.12% | -3.3% |
| Q4 2016 | $418,000 | – | 1,384 | – | 0.12% | – |
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% |