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 | $770,875 | -4.1% | 1,688 | +0.6% | 0.07% | -21.5% |
Q2 2023 | $803,732 | +4.7% | 1,678 | +0.2% | 0.09% | +2.2% |
Q1 2023 | $767,769 | +2.6% | 1,675 | -0.8% | 0.09% | -8.1% |
Q4 2022 | $748,055 | +18.7% | 1,689 | +7.7% | 0.10% | +4.2% |
Q3 2022 | $630,000 | +10.5% | 1,568 | +13.7% | 0.10% | +11.8% |
Q2 2022 | $570,000 | -21.3% | 1,379 | -6.6% | 0.08% | -10.5% |
Q1 2022 | $724,000 | -9.7% | 1,476 | -4.8% | 0.10% | -10.4% |
Q4 2021 | $802,000 | +9.3% | 1,550 | +1.4% | 0.11% | 0.0% |
Q3 2021 | $734,000 | -12.9% | 1,528 | -11.0% | 0.11% | +2.9% |
Q2 2021 | $843,000 | +7.0% | 1,717 | +3.7% | 0.10% | -20.8% |
Q1 2021 | $788,000 | +26.1% | 1,655 | +11.2% | 0.13% | -0.8% |
Q4 2020 | $625,000 | -99.9% | 1,488 | -0.3% | 0.13% | -52.0% |
Q3 2020 | $543,417,000 | +12.5% | 1,492 | +0.4% | 0.27% | +1.9% |
Q2 2020 | $482,966,000 | +9.7% | 1,486 | -11.3% | 0.27% | -4.6% |
Q1 2020 | $440,454,000 | -32.6% | 1,675 | -2.0% | 0.28% | -28.1% |
Q4 2019 | $653,233,000 | – | 1,709 | – | 0.39% | – |
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% |