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 | $384,490 | +20.4% | 842 | +26.2% | 0.01% | +22.2% |
| Q2 2023 | $319,432 | +25.1% | 667 | +19.7% | 0.01% | +12.5% |
| Q1 2023 | $255,334 | -3.1% | 557 | -6.4% | 0.01% | -11.1% |
| Q4 2022 | $263,460 | +10.2% | 595 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $239,000 | -2.8% | 595 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $246,000 | -15.8% | 595 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $292,000 | -30.0% | 595 | -26.1% | 0.01% | -35.7% |
| Q4 2021 | $417,000 | +7.8% | 805 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $387,000 | -2.0% | 805 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $395,000 | +3.1% | 805 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $383,000 | +13.3% | 805 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $338,000 | +16.2% | 805 | -6.2% | 0.02% | +6.7% |
| Q3 2020 | $291,000 | +11.5% | 858 | +6.6% | 0.02% | 0.0% |
| Q2 2020 | $261,000 | +23.1% | 805 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $212,000 | -35.2% | 805 | -7.5% | 0.02% | -16.7% |
| Q4 2019 | $327,000 | +46.6% | 870 | +37.7% | 0.02% | +38.5% |
| Q3 2019 | $223,000 | -25.4% | 632 | -25.1% | 0.01% | -31.6% |
| Q2 2019 | $299,000 | +2.4% | 844 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $292,000 | +14.5% | 844 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $255,000 | -6.9% | 844 | +13.3% | 0.02% | +11.8% |
| Q3 2018 | $274,000 | +3.8% | 745 | 0.0% | 0.02% | -15.0% |
| Q2 2018 | $264,000 | -0.4% | 745 | -3.9% | 0.02% | +11.1% |
| Q1 2018 | $265,000 | -1.1% | 775 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $268,000 | +4.7% | 775 | -1.4% | 0.02% | -5.3% |
| Q3 2017 | $256,000 | +2.4% | 786 | -0.3% | 0.02% | 0.0% |
| Q2 2017 | $250,000 | -22.1% | 788 | -23.3% | 0.02% | -24.0% |
| Q1 2017 | $321,000 | +3.5% | 1,028 | 0.0% | 0.02% | -3.8% |
| Q4 2016 | $310,000 | +53.5% | 1,028 | +34.4% | 0.03% | +18.2% |
| Q4 2014 | $202,000 | – | 765 | – | 0.02% | – |
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% |