SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,825 | +12.5% | 177 | +18.0% | 0.06% | +19.1% |
| Q2 2023 | $71,837 | -21.6% | 150 | -25.0% | 0.05% | -26.6% |
| Q1 2023 | $91,682 | +3.5% | 200 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $88,558 | +10.7% | 200 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $80,000 | -3.6% | 200 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $83,000 | -15.3% | 200 | 0.0% | 0.06% | +3.3% |
| Q1 2022 | $98,000 | -5.8% | 200 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $104,000 | +8.3% | 200 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $96,000 | -2.0% | 200 | 0.0% | 0.06% | -6.0% |
| Q2 2021 | $98,000 | +3.2% | 200 | 0.0% | 0.07% | +28.8% |
| Q1 2021 | $95,000 | +13.1% | 200 | 0.0% | 0.05% | +6.1% |
| Q4 2020 | $84,000 | +23.5% | 200 | 0.0% | 0.05% | +11.4% |
| Q3 2020 | $68,000 | +4.6% | 200 | 0.0% | 0.04% | -2.2% |
| Q2 2020 | $65,000 | +22.6% | 200 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $53,000 | – | 200 | – | 0.04% | – |
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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% |