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 2019 | $30,000 | +15.4% | 87 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -44.7% | 87 | -32.6% | 0.01% | -47.4% |
| Q3 2018 | $47,000 | -36.5% | 129 | -38.3% | 0.02% | -38.7% |
| Q2 2018 | $74,000 | 0.0% | 209 | -5.0% | 0.03% | -3.1% |
| Q1 2018 | $74,000 | -3.9% | 220 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $77,000 | -16.3% | 220 | -22.3% | 0.03% | -21.4% |
| Q3 2017 | $92,000 | +196.8% | 283 | +177.5% | 0.04% | +200.0% |
| Q4 2016 | $31,000 | +6.9% | 102 | 0.0% | 0.01% | -33.3% |
| Q3 2016 | $29,000 | +3.6% | 102 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $28,000 | +3.7% | 102 | 0.0% | 0.02% | +5.0% |
| Q1 2016 | $27,000 | +3.8% | 102 | 0.0% | 0.02% | +11.1% |
| Q4 2015 | $26,000 | 0.0% | 102 | 0.0% | 0.02% | -10.0% |
| Q3 2015 | $26,000 | -7.1% | 102 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $28,000 | -50.0% | 102 | -49.5% | 0.02% | -51.2% |
| Q1 2015 | $56,000 | +5.7% | 202 | 0.0% | 0.04% | -17.3% |
| Q4 2014 | $53,000 | – | 202 | – | 0.05% | – |
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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% |