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 2023 | $146,691 | -99.9% | 320 | -3.0% | 0.12% | +8.4% |
| Q2 2022 | $136,451,000 | -15.7% | 330 | 0.0% | 0.11% | +8.1% |
| Q1 2022 | $161,848,000 | +56.3% | 330 | +65.0% | 0.10% | +62.3% |
| Q4 2021 | $103,536,000 | +7.7% | 200 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $96,176,000 | -2.1% | 200 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $98,202,000 | +3.1% | 200 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $95,210,000 | -7.5% | 200 | -18.4% | 0.06% | -17.3% |
| Q4 2020 | $102,880,000 | +23.9% | 245 | 0.0% | 0.08% | +7.1% |
| Q3 2020 | $83,013,000 | +4.4% | 245 | 0.0% | 0.07% | -6.7% |
| Q2 2020 | $79,500,000 | +23.4% | 245 | 0.0% | 0.08% | +5.6% |
| Q1 2020 | $64,405,000 | -56.6% | 245 | -38.0% | 0.07% | -37.2% |
| Q4 2019 | $148,275,000 | – | 395 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |