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 | $2,050 | -6.4% | 4,489 | -1.9% | 1.23% | -90.6% |
| Q2 2023 | $2,191 | +50.5% | 4,574 | +44.0% | 13.15% | +1021.2% |
| Q1 2023 | $1,456 | -29.3% | 3,176 | -31.7% | 1.17% | -18.5% |
| Q4 2022 | $2,059 | -99.9% | 4,649 | +25.7% | 1.44% | +9.9% |
| Q3 2022 | $1,485,000 | -32.0% | 3,698 | -30.0% | 1.31% | -14.4% |
| Q2 2022 | $2,185,000 | -15.7% | 5,285 | -0.0% | 1.53% | -14.0% |
| Q1 2022 | $2,593,000 | -6.2% | 5,286 | -1.0% | 1.78% | -3.5% |
| Q4 2021 | $2,763,000 | +7.8% | 5,338 | +0.1% | 1.84% | -97.1% |
| Q3 2021 | $2,564,000 | -3.3% | 5,333 | -1.3% | 64.29% | +2558.9% |
| Q2 2021 | $2,652,000 | +17.7% | 5,401 | +14.1% | 2.42% | +39.3% |
| Q1 2021 | $2,254,000 | -13.1% | 4,735 | -23.3% | 1.74% | -14.7% |
| Q4 2020 | $2,593,000 | – | 6,174 | – | 2.03% | – |
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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% |