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 | $506,763 | +0.9% | 1,106 | +5.8% | 0.08% | 0.0% |
| Q2 2023 | $502,042 | +4.5% | 1,045 | 0.0% | 0.08% | -1.3% |
| Q1 2023 | $480,285 | -0.8% | 1,045 | -4.0% | 0.08% | -17.2% |
| Q4 2022 | $484,012 | +10.3% | 1,089 | 0.0% | 0.09% | +6.9% |
| Q3 2022 | $439,000 | -7.6% | 1,089 | -4.9% | 0.09% | -7.4% |
| Q2 2022 | $475,000 | -15.6% | 1,145 | 0.0% | 0.09% | +4.4% |
| Q1 2022 | $563,000 | -48.7% | 1,145 | -46.0% | 0.09% | -50.8% |
| Q4 2021 | $1,097,000 | +549.1% | 2,120 | +514.5% | 0.18% | +603.8% |
| Q2 2021 | $169,000 | +10.5% | 345 | +7.1% | 0.03% | -3.7% |
| Q1 2021 | $153,000 | -29.5% | 322 | -44.4% | 0.03% | -74.5% |
| Q4 2019 | $217,000 | -4.0% | 579 | -9.8% | 0.11% | -11.7% |
| Q3 2019 | $226,000 | -8.1% | 642 | -7.5% | 0.12% | -16.1% |
| Q2 2019 | $246,000 | +2.9% | 694 | +0.3% | 0.14% | +6.7% |
| Q1 2019 | $239,000 | -8.1% | 692 | -19.1% | 0.13% | -24.3% |
| Q4 2018 | $260,000 | -17.5% | 855 | 0.0% | 0.18% | -1.7% |
| Q3 2018 | $315,000 | +3.6% | 855 | 0.0% | 0.18% | -2.7% |
| Q2 2018 | $304,000 | +3.8% | 855 | 0.0% | 0.18% | -0.5% |
| Q1 2018 | $293,000 | -1.7% | 855 | 0.0% | 0.19% | +2.8% |
| Q4 2017 | $298,000 | – | 855 | – | 0.18% | – |
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% |