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 | $647,059 | -4.7% | 1,417 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $678,615 | +4.5% | 1,417 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $649,567 | +3.5% | 1,417 | 0.0% | 0.13% | -5.1% |
| Q4 2022 | $627,433 | +10.3% | 1,417 | 0.0% | 0.14% | +4.6% |
| Q3 2022 | $569,000 | -2.9% | 1,417 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $586,000 | -17.1% | 1,417 | -1.7% | 0.13% | -3.1% |
| Q1 2022 | $707,000 | -5.9% | 1,442 | -0.6% | 0.13% | +4.8% |
| Q4 2021 | $751,000 | +7.4% | 1,451 | -0.1% | 0.12% | -5.3% |
| Q3 2021 | $699,000 | -2.5% | 1,453 | -0.5% | 0.13% | -3.7% |
| Q2 2021 | $717,000 | +3.2% | 1,460 | 0.0% | 0.14% | -7.5% |
| Q1 2021 | $695,000 | -3.9% | 1,460 | -15.2% | 0.15% | -17.9% |
| Q4 2020 | $723,000 | +23.6% | 1,722 | -0.3% | 0.18% | +2.9% |
| Q3 2020 | $585,000 | +4.5% | 1,727 | 0.0% | 0.17% | -10.3% |
| Q2 2020 | $560,000 | +23.3% | 1,727 | 0.0% | 0.19% | +2.6% |
| Q1 2020 | $454,000 | -32.5% | 1,727 | -3.7% | 0.19% | -5.5% |
| Q4 2019 | $673,000 | +3.9% | 1,793 | -2.4% | 0.20% | -5.7% |
| Q3 2019 | $648,000 | -1.8% | 1,838 | -1.2% | 0.21% | +1.4% |
| Q2 2019 | $660,000 | +2.6% | 1,861 | 0.0% | 0.21% | -0.9% |
| Q1 2019 | $643,000 | +13.6% | 1,861 | -0.4% | 0.21% | -1.4% |
| Q4 2018 | $566,000 | -17.6% | 1,869 | 0.0% | 0.21% | -5.7% |
| Q3 2018 | $687,000 | – | 1,869 | – | 0.23% | – |
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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% |