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 | $10,446 | +3.0% | 22,875 | +8.0% | 1.52% | -20.1% |
| Q2 2023 | $10,143 | +4.5% | 21,180 | 0.0% | 1.90% | -5.5% |
| Q1 2023 | $9,709 | -99.9% | 21,180 | 0.0% | 2.01% | -11.1% |
| Q4 2022 | $9,378,292 | +10.2% | 21,180 | 0.0% | 2.26% | -0.0% |
| Q3 2022 | $8,507,000 | -2.9% | 21,180 | 0.0% | 2.26% | +1.2% |
| Q2 2022 | $8,758,000 | -15.7% | 21,180 | 0.0% | 2.24% | -3.4% |
| Q1 2022 | $10,388,000 | -5.3% | 21,180 | 0.0% | 2.32% | -1.1% |
| Q4 2021 | $10,964,000 | +7.6% | 21,180 | 0.0% | 2.34% | +0.4% |
| Q3 2021 | $10,185,000 | -2.1% | 21,180 | 0.0% | 2.33% | -1.9% |
| Q2 2021 | $10,400,000 | +3.1% | 21,180 | 0.0% | 2.38% | -4.5% |
| Q1 2021 | $10,083,000 | +13.3% | 21,180 | -0.1% | 2.49% | +12.2% |
| Q4 2020 | $8,901,000 | +23.8% | 21,198 | -0.1% | 2.22% | +43.0% |
| Q3 2020 | $7,191,000 | +4.0% | 21,223 | -0.4% | 1.55% | +0.4% |
| Q2 2020 | $6,916,000 | +16.2% | 21,313 | -5.9% | 1.55% | -8.7% |
| Q1 2020 | $5,954,000 | -30.9% | 22,651 | -1.3% | 1.69% | -14.0% |
| Q4 2019 | $8,615,000 | -32.0% | 22,951 | -36.1% | 1.97% | -46.7% |
| Q3 2019 | $12,664,000 | -0.6% | 35,930 | 0.0% | 3.70% | +3.0% |
| Q2 2019 | $12,740,000 | -0.4% | 35,930 | -3.0% | 3.59% | -8.7% |
| Q1 2019 | $12,790,000 | +14.4% | 37,030 | +0.3% | 3.93% | -23.6% |
| Q4 2018 | $11,178,000 | – | 36,930 | – | 5.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |