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 | $453 | -4.8% | 993 | 0.0% | 0.26% | -9.2% |
| Q2 2023 | $476 | +4.6% | 993 | 0.0% | 0.28% | -2.7% |
| Q1 2023 | $455 | +3.4% | 993 | 0.0% | 0.29% | -5.2% |
| Q4 2022 | $440 | -99.9% | 993 | 0.0% | 0.31% | +14.1% |
| Q3 2022 | $399,000 | -2.9% | 993 | 0.0% | 0.27% | -1.5% |
| Q2 2022 | $411,000 | -15.6% | 993 | 0.0% | 0.27% | +1.5% |
| Q1 2022 | $487,000 | -5.3% | 993 | 0.0% | 0.27% | +12.6% |
| Q4 2021 | $514,000 | +7.5% | 993 | 0.0% | 0.24% | -4.8% |
| Q3 2021 | $478,000 | -2.2% | 993 | -0.3% | 0.25% | +4.1% |
| Q2 2021 | $489,000 | +2.5% | 996 | -0.5% | 0.24% | -8.4% |
| Q1 2021 | $477,000 | +13.6% | 1,001 | 0.0% | 0.26% | +10.0% |
| Q4 2020 | $420,000 | +23.9% | 1,001 | 0.0% | 0.24% | +12.2% |
| Q3 2020 | $339,000 | +2.7% | 1,001 | -1.5% | 0.21% | -17.4% |
| Q2 2020 | $330,000 | +23.6% | 1,016 | 0.0% | 0.26% | -7.9% |
| Q1 2020 | $267,000 | -29.9% | 1,016 | 0.0% | 0.28% | -24.3% |
| Q4 2019 | $381,000 | -6.4% | 1,016 | -12.1% | 0.37% | -20.6% |
| Q3 2019 | $407,000 | -0.7% | 1,156 | 0.0% | 0.47% | +13.9% |
| Q2 2019 | $410,000 | +2.0% | 1,156 | -0.7% | 0.41% | +0.5% |
| Q1 2019 | $402,000 | +11.4% | 1,164 | -2.4% | 0.41% | +2.0% |
| Q4 2018 | $361,000 | -17.6% | 1,193 | 0.0% | 0.40% | +6.1% |
| Q3 2018 | $438,000 | +3.3% | 1,193 | 0.0% | 0.38% | -4.3% |
| Q2 2018 | $424,000 | – | 1,193 | – | 0.39% | – |
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% |