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 | $2,903,048 | +0.1% | 6,357 | +4.9% | 0.15% | +4.3% |
| Q2 2023 | $2,901,352 | +0.4% | 6,058 | -3.9% | 0.14% | -20.9% |
| Q1 2023 | $2,891,049 | +4.4% | 6,307 | +0.9% | 0.18% | -9.7% |
| Q4 2022 | $2,767,892 | +9.2% | 6,251 | -0.9% | 0.20% | -6.2% |
| Q3 2022 | $2,534,000 | -6.1% | 6,309 | -3.4% | 0.21% | -7.1% |
| Q2 2022 | $2,700,000 | -16.1% | 6,530 | -0.5% | 0.22% | -1.7% |
| Q1 2022 | $3,219,000 | +3.8% | 6,563 | +9.5% | 0.23% | -1.3% |
| Q4 2021 | $3,102,000 | +8.2% | 5,992 | +0.5% | 0.23% | -41.0% |
| Q3 2021 | $2,867,000 | +82.4% | 5,961 | +86.2% | 0.39% | +39.9% |
| Q2 2021 | $1,572,000 | +1.5% | 3,202 | -1.6% | 0.28% | -6.0% |
| Q1 2021 | $1,549,000 | +18.2% | 3,255 | +4.3% | 0.30% | -15.8% |
| Q4 2020 | $1,311,000 | +1827.9% | 3,121 | +1386.2% | 0.36% | +834.2% |
| Q2 2020 | $68,000 | – | 210 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |