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 | $640,666 | -4.7% | 1,403 | 0.0% | 0.19% | -2.5% |
| Q2 2023 | $671,911 | +4.5% | 1,403 | 0.0% | 0.20% | -1.0% |
| Q1 2023 | $643,150 | +0.8% | 1,403 | -2.6% | 0.20% | -3.4% |
| Q4 2022 | $638,060 | -1.7% | 1,441 | -10.8% | 0.21% | -6.7% |
| Q3 2022 | $649,000 | -3.0% | 1,616 | -0.1% | 0.22% | +10.9% |
| Q2 2022 | $669,000 | -20.5% | 1,617 | -5.8% | 0.20% | -4.7% |
| Q1 2022 | $842,000 | +7.3% | 1,717 | +13.2% | 0.21% | +10.5% |
| Q4 2021 | $785,000 | -80.7% | 1,517 | -82.0% | 0.19% | -81.5% |
| Q3 2021 | $4,057,000 | -3.3% | 8,436 | -1.3% | 1.04% | -8.0% |
| Q2 2021 | $4,196,000 | +1.5% | 8,546 | -1.6% | 1.12% | -6.6% |
| Q1 2021 | $4,133,000 | +11.5% | 8,682 | -1.7% | 1.20% | -9.2% |
| Q4 2020 | $3,708,000 | +21.8% | 8,831 | -1.7% | 1.33% | +2.9% |
| Q3 2020 | $3,044,000 | +5.6% | 8,984 | +1.2% | 1.29% | -7.3% |
| Q2 2020 | $2,882,000 | +172.7% | 8,881 | +120.8% | 1.39% | +95.2% |
| Q1 2020 | $1,057,000 | -25.7% | 4,023 | +6.2% | 0.71% | -5.9% |
| Q4 2019 | $1,422,000 | +6.4% | 3,788 | -0.1% | 0.76% | +5.1% |
| Q3 2019 | $1,337,000 | -8.2% | 3,793 | -7.6% | 0.72% | -4.8% |
| Q2 2019 | $1,456,000 | -2.2% | 4,105 | -4.7% | 0.76% | -4.9% |
| Q1 2019 | $1,488,000 | +17.7% | 4,308 | +3.1% | 0.80% | -4.2% |
| Q4 2018 | $1,264,000 | – | 4,177 | – | 0.83% | – |
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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% |