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 | $708,797 | +80.9% | 1,552 | +89.7% | 0.32% | +80.9% |
| Q2 2023 | $391,832 | +5.4% | 818 | +0.9% | 0.18% | -6.3% |
| Q1 2023 | $371,841 | -15.9% | 811 | -18.8% | 0.19% | -19.8% |
| Q4 2022 | $442,384 | +14.6% | 999 | +4.0% | 0.24% | +12.9% |
| Q3 2022 | $386,000 | +4.0% | 961 | +7.1% | 0.21% | +7.1% |
| Q2 2022 | $371,000 | -34.3% | 897 | -22.2% | 0.20% | -20.0% |
| Q1 2022 | $565,000 | -80.3% | 1,153 | -79.2% | 0.24% | -80.3% |
| Q4 2021 | $2,873,000 | +21.0% | 5,549 | +12.6% | 1.24% | +11.9% |
| Q3 2021 | $2,375,000 | +6.7% | 4,926 | +7.1% | 1.11% | -14.5% |
| Q2 2021 | $2,226,000 | – | 4,598 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |