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 Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $359,988 | +54.5% | 813 | +40.2% | 0.03% | +45.5% |
| Q3 2022 | $233,000 | -46.6% | 580 | -45.0% | 0.02% | -46.3% |
| Q2 2022 | $436,000 | +48.8% | 1,055 | +76.4% | 0.04% | +64.0% |
| Q1 2022 | $293,000 | -5.5% | 598 | 0.0% | 0.02% | -28.6% |
| Q4 2021 | $310,000 | +19.7% | 598 | +10.9% | 0.04% | +40.0% |
| Q3 2021 | $259,000 | -10.4% | 539 | -8.5% | 0.02% | -16.7% |
| Q2 2021 | $289,000 | +20.4% | 589 | +16.9% | 0.03% | +7.1% |
| Q1 2021 | $240,000 | +13.2% | 504 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $212,000 | +49.3% | 504 | +20.0% | 0.03% | +22.7% |
| Q3 2020 | $142,000 | +4.4% | 420 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $136,000 | +21.4% | 420 | -1.2% | 0.02% | -4.0% |
| Q1 2020 | $112,000 | -30.0% | 425 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $160,000 | +6.7% | 425 | 0.0% | 0.03% | -6.2% |
| Q3 2019 | $150,000 | -0.7% | 425 | 0.0% | 0.03% | -5.9% |
| Q2 2019 | $151,000 | +4.1% | 425 | +1.2% | 0.03% | -15.0% |
| Q1 2019 | $145,000 | +14.2% | 420 | 0.0% | 0.04% | -42.9% |
| Q4 2018 | $127,000 | -17.5% | 420 | 0.0% | 0.07% | +45.8% |
| Q3 2018 | $154,000 | +3.4% | 420 | 0.0% | 0.05% | -9.4% |
| Q2 2018 | $149,000 | +3.5% | 420 | 0.0% | 0.05% | -3.6% |
| Q1 2018 | $144,000 | -0.7% | 420 | 0.0% | 0.06% | -3.5% |
| Q4 2017 | $145,000 | – | 420 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |