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 2022 | $1,898,000 | -2.5% | 4,726 | +0.4% | 0.14% | -0.7% |
| Q2 2022 | $1,946,000 | +8.3% | 4,706 | +28.4% | 0.14% | +17.4% |
| Q1 2022 | $1,797,000 | +29.4% | 3,665 | +36.6% | 0.12% | +9.0% |
| Q4 2021 | $1,389,000 | +51.0% | 2,683 | +40.3% | 0.11% | +38.8% |
| Q3 2021 | $920,000 | +322.0% | 1,913 | +165.3% | 0.08% | +27.0% |
| Q4 2018 | $218,000 | -25.9% | 721 | -9.8% | 0.06% | -18.2% |
| Q3 2018 | $294,000 | -13.0% | 799 | -16.0% | 0.08% | -18.1% |
| Q2 2018 | $338,000 | -68.2% | 951 | -71.1% | 0.09% | -47.2% |
| Q1 2018 | $1,064,000 | +66.0% | 3,293 | +77.4% | 0.18% | -10.1% |
| Q4 2017 | $641,000 | -0.5% | 1,856 | -6.0% | 0.20% | -7.0% |
| Q3 2017 | $644,000 | 0.0% | 1,974 | -2.7% | 0.21% | -3.2% |
| Q2 2017 | $644,000 | -0.9% | 2,029 | -2.5% | 0.22% | -8.3% |
| Q1 2017 | $650,000 | +2.2% | 2,082 | -1.3% | 0.24% | -10.4% |
| Q4 2016 | $636,000 | +6.9% | 2,109 | 0.0% | 0.27% | +23.5% |
| Q3 2016 | $595,000 | – | 2,109 | – | 0.22% | – |
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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% |