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 | $1,921 | -8.5% | 4,208 | -4.0% | 1.35% | -5.3% |
| Q2 2023 | $2,100 | -8.3% | 4,385 | -12.2% | 1.42% | -7.4% |
| Q1 2023 | $2,289 | +5.6% | 4,993 | +2.0% | 1.54% | +2.1% |
| Q4 2022 | $2,168 | -99.9% | 4,896 | +3.0% | 1.51% | +3.8% |
| Q3 2022 | $1,909,000 | -0.4% | 4,752 | +2.5% | 1.45% | +3.1% |
| Q2 2022 | $1,917,000 | -4.5% | 4,636 | +13.3% | 1.41% | +30.5% |
| Q1 2022 | $2,007,000 | +10.6% | 4,093 | +16.7% | 1.08% | +16.8% |
| Q4 2021 | $1,815,000 | +110.6% | 3,507 | +95.6% | 0.92% | +93.5% |
| Q3 2021 | $862,000 | +425.6% | 1,793 | +436.8% | 0.48% | +475.9% |
| Q2 2021 | $164,000 | +3.1% | 334 | +0.3% | 0.08% | -4.6% |
| Q1 2021 | $159,000 | +13.6% | 333 | +0.3% | 0.09% | +8.8% |
| Q4 2020 | $140,000 | +13900.0% | 332 | +10966.7% | 0.08% | +7900.0% |
| Q3 2020 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $4,976,000 | -21.2% | 18,928 | +12.5% | 4.49% | -6.1% |
| Q4 2019 | $6,314,000 | +8.2% | 16,820 | +1.6% | 4.78% | -0.7% |
| Q3 2019 | $5,834,000 | +3.6% | 16,550 | +4.2% | 4.82% | +0.2% |
| Q2 2019 | $5,631,000 | +4.6% | 15,881 | +1.9% | 4.80% | +0.6% |
| Q1 2019 | $5,382,000 | +27.8% | 15,581 | +12.0% | 4.78% | +9.7% |
| Q4 2018 | $4,212,000 | -15.6% | 13,915 | +2.5% | 4.35% | -0.2% |
| Q3 2018 | $4,989,000 | +3.9% | 13,577 | +0.4% | 4.36% | -3.7% |
| Q2 2018 | $4,801,000 | +4.9% | 13,522 | +1.0% | 4.53% | -0.9% |
| Q1 2018 | $4,575,000 | +3.3% | 13,389 | +4.4% | 4.57% | +12.0% |
| Q4 2017 | $4,429,000 | – | 12,824 | – | 4.08% | – |
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% |