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 | $15,298,514 | -4.8% | 33,502 | -0.2% | 1.80% | -1.4% |
| Q2 2023 | $16,078,116 | +4.4% | 33,572 | -0.1% | 1.83% | -19.7% |
| Q1 2023 | $15,407,263 | +2.4% | 33,610 | -1.0% | 2.28% | -4.5% |
| Q4 2022 | $15,039,411 | +9.1% | 33,965 | -1.1% | 2.38% | -25.6% |
| Q3 2022 | $13,790,000 | -6.4% | 34,332 | -3.6% | 3.20% | -16.7% |
| Q2 2022 | $14,730,000 | -14.5% | 35,622 | +1.4% | 3.84% | +3.4% |
| Q1 2022 | $17,226,000 | -5.3% | 35,123 | -0.0% | 3.71% | -4.8% |
| Q4 2021 | $18,186,000 | +6.6% | 35,130 | -1.0% | 3.90% | +14.6% |
| Q3 2021 | $17,059,000 | -2.1% | 35,474 | -0.1% | 3.40% | -15.3% |
| Q2 2021 | $17,428,000 | +3.1% | 35,494 | -0.1% | 4.02% | -11.4% |
| Q1 2021 | $16,910,000 | +11.4% | 35,520 | -1.8% | 4.54% | -7.1% |
| Q4 2020 | $15,184,000 | +22.1% | 36,158 | -1.5% | 4.89% | -0.4% |
| Q3 2020 | $12,435,000 | +3.9% | 36,701 | -0.5% | 4.91% | -11.9% |
| Q2 2020 | $11,965,000 | +19.4% | 36,874 | -3.3% | 5.57% | +0.2% |
| Q1 2020 | $10,025,000 | -29.4% | 38,137 | +0.8% | 5.56% | -18.1% |
| Q4 2019 | $14,202,000 | – | 37,833 | – | 6.79% | – |
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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% |