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 | $1,013,284 | -6.8% | 2,219 | -2.0% | 0.04% | -2.7% |
| Q2 2023 | $1,087,678 | +5.8% | 2,264 | +1.0% | 0.04% | +2.8% |
| Q1 2023 | $1,027,755 | +96.1% | 2,242 | +61.3% | 0.04% | -30.8% |
| Q4 2019 | $524,000 | +19.1% | 1,390 | +11.8% | 0.05% | +2.0% |
| Q3 2019 | $440,000 | -0.9% | 1,243 | -0.4% | 0.05% | -1.9% |
| Q2 2019 | $444,000 | +55.8% | 1,248 | +51.5% | 0.05% | +48.6% |
| Q1 2019 | $285,000 | +14.0% | 824 | 0.0% | 0.04% | -2.8% |
| Q4 2018 | $250,000 | -17.8% | 824 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $304,000 | -71.8% | 824 | -72.8% | 0.04% | -72.2% |
| Q2 2018 | $1,077,000 | -8.9% | 3,024 | -12.3% | 0.14% | +2.1% |
| Q1 2018 | $1,182,000 | -1.2% | 3,450 | 0.0% | 0.14% | -2.8% |
| Q4 2017 | $1,196,000 | +5.7% | 3,450 | 0.0% | 0.14% | -2.0% |
| Q3 2017 | $1,131,000 | +0.7% | 3,450 | -2.2% | 0.15% | -6.3% |
| Q2 2017 | $1,123,000 | +6.6% | 3,529 | +5.0% | 0.16% | +3.3% |
| Q1 2017 | $1,053,000 | +5.8% | 3,362 | +2.3% | 0.15% | -3.2% |
| Q4 2016 | $995,000 | +44.8% | 3,287 | +35.6% | 0.16% | +31.7% |
| Q3 2016 | $687,000 | – | 2,424 | – | 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% |