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 | $3,698,529 | -4.0% | 8,099 | +0.7% | 1.74% | -2.6% |
| Q2 2023 | $3,851,229 | +0.9% | 8,042 | -3.5% | 1.78% | -9.0% |
| Q1 2023 | $3,818,412 | +0.2% | 8,330 | -3.2% | 1.96% | -5.4% |
| Q4 2022 | $3,811,124 | +4.2% | 8,607 | -5.4% | 2.07% | -3.6% |
| Q3 2022 | $3,656,000 | +2.3% | 9,103 | +5.3% | 2.15% | +17.4% |
| Q2 2022 | $3,575,000 | +19.6% | 8,646 | +41.8% | 1.83% | +44.3% |
| Q1 2022 | $2,990,000 | -11.4% | 6,096 | -6.5% | 1.27% | -9.9% |
| Q4 2021 | $3,374,000 | +9.1% | 6,517 | +1.4% | 1.41% | -4.1% |
| Q3 2021 | $3,092,000 | 0.0% | 6,429 | +2.1% | 1.47% | -0.4% |
| Q2 2021 | $3,092,000 | +5.6% | 6,298 | +2.4% | 1.48% | -7.6% |
| Q1 2021 | $2,927,000 | +16.4% | 6,149 | +2.7% | 1.60% | +15.5% |
| Q4 2020 | $2,514,000 | +24.3% | 5,988 | +0.3% | 1.38% | +6.1% |
| Q3 2020 | $2,023,000 | +3.5% | 5,972 | -0.8% | 1.30% | -9.3% |
| Q2 2020 | $1,954,000 | +16.5% | 6,022 | -5.6% | 1.44% | -14.9% |
| Q1 2020 | $1,677,000 | -31.3% | 6,381 | -1.9% | 1.69% | -16.5% |
| Q4 2019 | $2,442,000 | +5.9% | 6,505 | -0.6% | 2.02% | -10.7% |
| Q3 2019 | $2,307,000 | -4.1% | 6,545 | -3.5% | 2.26% | -3.6% |
| Q2 2019 | $2,406,000 | -6.0% | 6,785 | -8.5% | 2.35% | -12.2% |
| Q1 2019 | $2,560,000 | +8.7% | 7,412 | -4.8% | 2.67% | -8.5% |
| Q4 2018 | $2,356,000 | – | 7,784 | – | 2.92% | – |
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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% |