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 | $369,422 | -7.3% | 809 | 0.0% | 0.24% | -5.2% |
| Q2 2023 | $398,570 | +7.5% | 809 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $370,854 | +3.5% | 809 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $358,217 | +10.2% | 809 | 0.0% | 0.25% | +3.7% |
| Q3 2022 | $325,000 | -3.0% | 809 | 0.0% | 0.24% | +2.1% |
| Q2 2022 | $335,000 | -19.5% | 809 | -4.7% | 0.24% | -3.3% |
| Q1 2022 | $416,000 | -5.5% | 849 | 0.0% | 0.24% | +9.9% |
| Q4 2021 | $440,000 | +8.1% | 849 | +0.4% | 0.22% | -3.5% |
| Q3 2021 | $407,000 | -4.9% | 846 | -2.9% | 0.23% | -4.1% |
| Q2 2021 | $428,000 | +3.1% | 871 | 0.0% | 0.24% | -5.5% |
| Q1 2021 | $415,000 | +13.4% | 871 | 0.0% | 0.26% | +7.6% |
| Q4 2020 | $366,000 | +24.1% | 871 | -0.1% | 0.24% | +9.7% |
| Q3 2020 | $295,000 | +4.2% | 872 | 0.0% | 0.22% | -8.5% |
| Q2 2020 | $283,000 | +19.9% | 872 | -2.8% | 0.24% | -0.8% |
| Q1 2020 | $236,000 | -25.8% | 897 | +5.9% | 0.24% | -9.5% |
| Q4 2019 | $318,000 | – | 847 | – | 0.26% | – |
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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% |