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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $412,342 | -99.8% | 861 | +65.9% | 0.14% | +12.6% |
| Q3 2019 | $182,967,000 | +91383.5% | 519 | -10.2% | 0.13% | -27.0% |
| Q1 2019 | $200,000 | -17.0% | 578 | -12.0% | 0.17% | -22.3% |
| Q3 2018 | $241,000 | -36.1% | 657 | -38.1% | 0.22% | -36.2% |
| Q2 2018 | $377,000 | -36.5% | 1,062 | -38.9% | 0.35% | -35.0% |
| Q1 2018 | $594,000 | +6.8% | 1,739 | +8.0% | 0.54% | +0.4% |
| Q4 2017 | $556,000 | – | 1,610 | – | 0.54% | – |
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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% |