SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,205 | -8.5% | 1,183 | -4.1% | 0.15% | -5.5% |
| Q2 2023 | $590,496 | -10.2% | 1,233 | -14.1% | 0.16% | -14.2% |
| Q1 2023 | $657,818 | -6.1% | 1,435 | -9.3% | 0.19% | -14.8% |
| Q4 2022 | $700,469 | +10.3% | 1,582 | 0.0% | 0.22% | +9.3% |
| Q3 2022 | $635,000 | -5.1% | 1,582 | -2.2% | 0.20% | +3.0% |
| Q2 2022 | $669,000 | -15.6% | 1,618 | +0.1% | 0.20% | +26.9% |
| Q1 2022 | $793,000 | -5.3% | 1,617 | 0.0% | 0.16% | -11.4% |
| Q4 2021 | $837,000 | +7.6% | 1,617 | 0.0% | 0.18% | +8.0% |
| Q3 2021 | $778,000 | -1.6% | 1,617 | +0.4% | 0.16% | +0.6% |
| Q2 2021 | $791,000 | +3.1% | 1,611 | -0.1% | 0.16% | -13.4% |
| Q1 2021 | $767,000 | +10.7% | 1,612 | -2.4% | 0.19% | +1.6% |
| Q4 2020 | $693,000 | +26.2% | 1,651 | +8.2% | 0.18% | +17.2% |
| Q3 2020 | $549,000 | +8.3% | 1,526 | -2.3% | 0.16% | -10.3% |
| Q2 2020 | $507,000 | -26.4% | 1,562 | -33.4% | 0.18% | -39.9% |
| Q1 2020 | $689,000 | -52.9% | 2,345 | -39.8% | 0.29% | -42.8% |
| Q4 2019 | $1,463,000 | – | 3,897 | – | 0.51% | – |
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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% |