IEQ CAPITAL, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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
IEQ CAPITAL, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$3,152,152
-5.3%
6,903
-0.7%
0.06%
-4.5%
Q2 2023$3,329,705
+24.1%
6,953
+18.8%
0.07%
+8.1%
Q1 2023$2,683,340
+11.0%
5,854
+7.2%
0.06%
-8.8%
Q4 2022$2,418,144
+10.3%
5,461
+0.0%
0.07%
+13.3%
Q3 2022$2,193,000
-2.8%
5,459
+0.0%
0.06%
-11.8%
Q2 2022$2,257,000
-15.7%
5,458
+0.0%
0.07%
+6.2%
Q1 2022$2,676,000
-5.2%
5,457
+0.0%
0.06%
-1.5%
Q4 2021$2,824,000
+18.8%
5,456
+10.3%
0.06%
+3.2%
Q3 2021$2,378,000
-2.0%
4,945
+0.0%
0.06%
-11.3%
Q2 2021$2,427,000
+609.6%
4,944
+587.6%
0.07%
+407.1%
Q1 2021$342,000
-92.9%
719
-95.0%
0.01%
-94.6%
Q3 2020$4,844,000
+0.6%
14,298
-3.6%
0.26%
-16.7%
Q2 2020$4,813,000
+22.0%
14,832
-1.1%
0.31%
-1.6%
Q1 2020$3,944,000
-30.3%
15,002
-0.5%
0.32%
-36.1%
Q4 2019$5,661,00015,0800.50%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders