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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $226,000 | +6.6% | 436 | -0.9% | 0.07% | -5.5% |
| Q3 2021 | $212,000 | -1.9% | 440 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $216,000 | -9.6% | 440 | -12.5% | 0.08% | -19.4% |
| Q1 2021 | $239,000 | +52.2% | 503 | +14.1% | 0.09% | -15.5% |
| Q2 2018 | $157,000 | +4.0% | 441 | 0.0% | 0.11% | -2.7% |
| Q1 2018 | $151,000 | +9.4% | 441 | +10.2% | 0.11% | +7.6% |
| Q4 2017 | $138,000 | +5.3% | 400 | 0.0% | 0.10% | -1.9% |
| Q3 2017 | $131,000 | +3.1% | 400 | 0.0% | 0.11% | 0.0% |
| Q2 2017 | $127,000 | +1.6% | 400 | 0.0% | 0.11% | +28.9% |
| Q1 2017 | $125,000 | +3.3% | 400 | 0.0% | 0.08% | +3.8% |
| Q4 2016 | $121,000 | – | 400 | – | 0.08% | – |
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% |