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 | $347,267 | +27.4% | 760 | +33.6% | 0.01% | +33.3% |
| Q2 2023 | $272,660 | +9.1% | 569 | +4.4% | 0.01% | +12.5% |
| Q1 2023 | $249,929 | +493.9% | 545 | +473.7% | 0.01% | +300.0% |
| Q4 2022 | $42,084 | -29.9% | 95 | -36.7% | 0.00% | -33.3% |
| Q3 2022 | $60,000 | -3.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | +34.8% | 150 | +61.3% | 0.00% | +50.0% |
| Q1 2022 | $46,000 | -72.3% | 93 | -71.0% | 0.00% | -66.7% |
| Q4 2021 | $166,000 | -33.6% | 321 | -38.3% | 0.01% | -40.0% |
| Q3 2021 | $250,000 | -12.0% | 520 | -10.0% | 0.01% | -16.7% |
| Q2 2021 | $284,000 | +278.7% | 578 | +268.2% | 0.01% | +200.0% |
| Q1 2021 | $75,000 | +13.6% | 157 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $66,000 | -18.5% | 157 | -34.0% | 0.00% | -20.0% |
| Q3 2020 | $81,000 | +131.4% | 238 | +116.4% | 0.01% | +150.0% |
| Q2 2020 | $35,000 | +9.4% | 110 | -9.8% | 0.00% | -33.3% |
| Q1 2020 | $32,000 | -58.4% | 122 | -40.8% | 0.00% | -50.0% |
| Q4 2019 | $77,000 | +108.1% | 206 | +96.2% | 0.01% | +100.0% |
| Q3 2019 | $37,000 | 0.0% | 105 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $37,000 | +2.8% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $36,000 | -14.3% | 105 | -24.5% | 0.00% | -33.3% |
| Q4 2018 | $42,000 | -17.6% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $51,000 | +50.0% | 139 | +44.8% | 0.01% | +20.0% |
| Q2 2018 | $34,000 | +3.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $33,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | +3.1% | 96 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $32,000 | -8.6% | 96 | -11.9% | 0.01% | -14.3% |
| Q2 2017 | $35,000 | -65.0% | 109 | -65.7% | 0.01% | -30.0% |
| Q1 2017 | $100,000 | +108.3% | 318 | +101.3% | 0.01% | -9.1% |
| Q4 2016 | $48,000 | – | 158 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |