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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $472,000 | -22.4% | 963 | -18.0% | 0.09% | -11.4% |
| Q4 2021 | $608,000 | +7.6% | 1,175 | 0.0% | 0.10% | -14.6% |
| Q3 2021 | $565,000 | -16.3% | 1,175 | -14.5% | 0.12% | -17.4% |
| Q2 2021 | $675,000 | +192.2% | 1,375 | +182.3% | 0.15% | +96.1% |
| Q1 2021 | $231,000 | +0.4% | 487 | -11.1% | 0.08% | +13.4% |
| Q4 2020 | $230,000 | -68.4% | 548 | -74.5% | 0.07% | -72.4% |
| Q3 2020 | $728,000 | +34.6% | 2,149 | +4.5% | 0.24% | +1.7% |
| Q1 2020 | $541,000 | -23.4% | 2,057 | +2.7% | 0.24% | +2.6% |
| Q3 2019 | $706,000 | -13.1% | 2,003 | -12.5% | 0.23% | -9.7% |
| Q2 2019 | $812,000 | -9.7% | 2,290 | -12.1% | 0.26% | -14.0% |
| Q1 2019 | $899,000 | – | 2,604 | – | 0.30% | – |
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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% |