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 | $898 | -9.2% | 1,966 | -4.7% | 0.36% | -23.2% |
| Q2 2023 | $989 | +18.3% | 2,064 | +13.2% | 0.47% | +46.3% |
| Q1 2023 | $836 | -0.7% | 1,824 | -4.1% | 0.32% | +2.5% |
| Q4 2022 | $842 | -99.9% | 1,902 | +1.7% | 0.32% | -0.6% |
| Q3 2022 | $751,000 | -2.6% | 1,870 | +0.3% | 0.32% | +6.7% |
| Q2 2022 | $771,000 | -15.5% | 1,864 | +0.2% | 0.30% | +1.7% |
| Q1 2022 | $912,000 | -7.5% | 1,860 | -2.5% | 0.29% | -5.2% |
| Q4 2021 | $986,000 | +10.9% | 1,908 | +3.2% | 0.31% | +4.4% |
| Q3 2021 | $889,000 | -4.7% | 1,849 | -2.6% | 0.30% | +0.7% |
| Q2 2021 | $933,000 | -0.7% | 1,898 | -3.8% | 0.29% | -7.0% |
| Q1 2021 | $940,000 | +13.8% | 1,973 | +0.3% | 0.32% | +4.6% |
| Q4 2020 | $826,000 | +23.5% | 1,967 | -0.4% | 0.30% | +3.8% |
| Q3 2020 | $669,000 | +134.7% | 1,974 | +124.8% | 0.29% | +115.6% |
| Q2 2020 | $285,000 | -5.9% | 878 | -23.9% | 0.14% | -23.3% |
| Q1 2020 | $303,000 | -40.5% | 1,153 | -14.9% | 0.18% | -27.0% |
| Q4 2019 | $509,000 | 0.0% | 1,355 | -6.1% | 0.24% | -21.8% |
| Q3 2019 | $509,000 | -32.8% | 1,443 | -32.4% | 0.31% | -39.3% |
| Q2 2019 | $757,000 | -3.6% | 2,135 | -6.1% | 0.51% | +5.6% |
| Q1 2019 | $785,000 | -1.3% | 2,274 | -13.5% | 0.48% | -13.7% |
| Q4 2018 | $795,000 | – | 2,628 | – | 0.56% | – |
Download | ||||||
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% |