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 | $4,395,617 | +111.6% | 9,626 | +105.2% | 0.01% | 0.0% |
| Q4 2022 | $2,077,128 | -42.9% | 4,691 | -48.2% | 0.01% | -50.0% |
| Q3 2022 | $3,639,000 | -64.8% | 9,061 | -57.0% | 0.02% | -75.0% |
| Q1 2022 | $10,334,000 | -45.7% | 21,071 | -42.7% | 0.09% | -40.1% |
| Q4 2021 | $19,048,000 | +5176.5% | 36,795 | +2986.8% | 0.15% | -5.8% |
| Q4 2018 | $361,000 | -17.6% | 1,192 | 0.0% | 0.16% | +169.0% |
| Q3 2018 | $438,000 | +3.5% | 1,192 | 0.0% | 0.06% | -78.3% |
| Q2 2018 | $423,000 | -98.7% | 1,192 | -98.8% | 0.27% | -97.9% |
| Q1 2018 | $32,844,000 | – | 96,113 | – | 12.62% | – |
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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% |