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 | $499,606 | -4.5% | 1,094 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $523,089 | +231355.3% | 1,092 | +122.0% | 0.01% | +80.0% |
| Q1 2023 | $226 | +3.2% | 492 | -0.6% | 0.01% | -16.7% |
| Q4 2022 | $219 | -99.9% | 495 | +2.3% | 0.01% | -14.3% |
| Q1 2022 | $237,000 | -5.6% | 484 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $251,000 | +7.7% | 484 | -0.2% | 0.01% | -12.5% |
| Q3 2021 | $233,000 | -2.1% | 485 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $238,000 | +5.3% | 485 | +2.1% | 0.01% | -11.1% |
| Q1 2021 | $226,000 | +6.1% | 475 | -6.3% | 0.01% | -10.0% |
| Q4 2020 | $213,000 | -57.8% | 507 | -62.3% | 0.01% | -76.7% |
| Q4 2019 | $505,000 | -7.5% | 1,346 | -13.1% | 0.04% | -29.5% |
| Q3 2019 | $546,000 | +1.3% | 1,549 | -8.0% | 0.06% | -14.1% |
| Q2 2019 | $539,000 | +7.4% | 1,684 | +15.8% | 0.07% | -16.5% |
| Q1 2019 | $502,000 | +119.2% | 1,454 | +111.6% | 0.08% | -7.6% |
| Q1 2018 | $229,000 | -12.3% | 687 | -6.9% | 0.09% | -17.9% |
| Q4 2017 | $261,000 | – | 738 | – | 0.11% | – |
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% |