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 | $570 | -4.7% | 1,248 | 0.0% | 0.15% | -81.8% |
| Q2 2023 | $598 | +4.5% | 1,248 | 0.0% | 0.82% | +560.0% |
| Q1 2023 | $572 | +3.4% | 1,248 | 0.0% | 0.12% | -6.0% |
| Q4 2022 | $553 | -99.9% | 1,248 | 0.0% | 0.13% | -3.6% |
| Q3 2022 | $501,000 | -2.9% | 1,248 | 0.0% | 0.14% | -2.1% |
| Q2 2022 | $516,000 | -9.8% | 1,248 | +6.9% | 0.14% | -3.4% |
| Q1 2022 | $572,000 | -5.3% | 1,167 | 0.0% | 0.15% | -9.9% |
| Q4 2021 | $604,000 | +7.7% | 1,167 | 0.0% | 0.16% | -86.8% |
| Q3 2021 | $561,000 | -2.1% | 1,167 | 0.0% | 1.23% | +522.3% |
| Q2 2021 | $573,000 | +1.8% | 1,167 | 0.0% | 0.20% | -4.4% |
| Q1 2021 | $563,000 | +14.9% | 1,167 | 0.0% | 0.21% | -6.8% |
| Q4 2020 | $490,000 | +24.1% | 1,167 | 0.0% | 0.22% | +5.2% |
| Q3 2020 | $395,000 | +4.2% | 1,167 | 0.0% | 0.21% | -5.0% |
| Q2 2020 | $379,000 | -4.3% | 1,167 | +10.5% | 0.22% | -7.9% |
| Q4 2019 | $396,000 | – | 1,056 | – | 0.24% | – |
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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% |