SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,867,167 | +13.4% | 85,094 | +19.0% | 0.06% | -8.1% |
| Q2 2023 | $34,268,251 | -6.7% | 71,498 | -10.8% | 0.06% | -10.1% |
| Q1 2023 | $36,714,667 | +6.7% | 80,160 | +3.1% | 0.07% | -1.4% |
| Q4 2022 | $34,421,741 | +22.3% | 77,718 | +11.0% | 0.07% | +9.4% |
| Q3 2022 | $28,137,000 | +0.4% | 70,034 | +3.5% | 0.06% | +3.2% |
| Q2 2022 | $28,022,000 | +4.2% | 67,676 | +10.8% | 0.06% | +19.2% |
| Q1 2022 | $26,903,000 | -16.9% | 61,079 | -2.3% | 0.05% | -14.8% |
| Q4 2021 | $32,393,000 | -18.8% | 62,540 | -24.5% | 0.06% | -26.5% |
| Q3 2021 | $39,878,000 | -11.7% | 82,795 | -9.9% | 0.08% | -15.3% |
| Q2 2021 | $45,164,000 | +5.2% | 91,913 | +2.0% | 0.10% | -4.9% |
| Q1 2021 | $42,921,000 | +65.7% | 90,069 | +46.0% | 0.10% | +49.3% |
| Q4 2020 | $25,903,000 | +20.2% | 61,677 | -3.3% | 0.07% | +7.8% |
| Q3 2020 | $21,556,000 | +18.8% | 63,813 | +14.1% | 0.06% | +4.9% |
| Q2 2020 | $18,147,000 | +11.9% | 55,918 | -80.8% | 0.06% | -7.6% |
| Q1 2020 | $16,223,000 | – | 291,817 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |