SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $88,015 | +103447.1% | 192 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $85 | -99.9% | 192 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $77,000 | +1183.3% | 192 | +966.7% | 0.03% | +440.0% |
| Q3 2019 | $6,000 | 0.0% | 18 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $6,000 | -87.0% | 18 | -85.6% | 0.01% | -85.7% |
| Q3 2018 | $46,000 | -30.3% | 125 | -32.4% | 0.04% | -40.7% |
| Q2 2018 | $66,000 | -4.3% | 185 | -7.5% | 0.06% | +25.5% |
| Q4 2017 | $69,000 | +6.2% | 200 | 0.0% | 0.05% | -2.1% |
| Q3 2017 | $65,000 | +1.6% | 200 | 0.0% | 0.05% | -5.9% |
| Q2 2017 | $64,000 | – | 200 | – | 0.05% | – |
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% |