SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,676 | +6.4% | 1,136 | +11.6% | 0.03% | +4.0% |
| Q2 2023 | $487,460 | +4.5% | 1,018 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $466,594 | +4.0% | 1,018 | +0.5% | 0.03% | -3.6% |
| Q4 2022 | $448,481 | +22.2% | 1,013 | +11.0% | 0.03% | 0.0% |
| Q3 2022 | $367,000 | +56.8% | 913 | +91.0% | 0.03% | +55.6% |
| Q1 2022 | $234,000 | -6.4% | 478 | -0.8% | 0.02% | 0.0% |
| Q4 2021 | $250,000 | -21.6% | 482 | -27.4% | 0.02% | -30.8% |
| Q3 2021 | $319,000 | -80.9% | 664 | -80.5% | 0.03% | -75.5% |
| Q2 2021 | $1,674,000 | +450.7% | 3,409 | +434.3% | 0.11% | +381.8% |
| Q1 2021 | $304,000 | +985.7% | 638 | +650.6% | 0.02% | +175.0% |
| Q1 2018 | $28,000 | -15.2% | 85 | -8.6% | 0.01% | -11.1% |
| Q4 2017 | $33,000 | +175.0% | 93 | +165.7% | 0.01% | +80.0% |
| Q3 2017 | $12,000 | -85.0% | 35 | 0.0% | 0.01% | -87.2% |
| Q2 2017 | $80,000 | +627.3% | 35 | 0.0% | 0.04% | +457.1% |
| Q1 2017 | $11,000 | 0.0% | 35 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $11,000 | – | 35 | – | 0.01% | – |
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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% |