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 | $2,085,932 | +0.8% | 4,568 | +1.2% | 1.18% | -4.8% |
| Q1 2023 | $2,069,263 | +2.6% | 4,514 | -0.9% | 1.24% | -9.3% |
| Q4 2022 | $2,017,794 | +9.9% | 4,557 | -0.3% | 1.37% | +7.5% |
| Q3 2022 | $1,836,000 | -6.0% | 4,572 | +2.0% | 1.28% | +9.3% |
| Q2 2022 | $1,954,000 | -11.3% | 4,484 | -0.2% | 1.17% | +14.0% |
| Q1 2022 | $2,204,000 | -0.4% | 4,494 | +5.1% | 1.02% | +6.3% |
| Q4 2021 | $2,213,000 | +8.6% | 4,275 | +0.9% | 0.96% | +30.2% |
| Q3 2021 | $2,037,000 | -0.1% | 4,235 | +2.0% | 0.74% | -0.1% |
| Q2 2021 | $2,039,000 | +0.8% | 4,152 | -2.2% | 0.74% | -5.9% |
| Q1 2021 | $2,022,000 | +15.2% | 4,247 | +1.6% | 0.79% | +6.8% |
| Q4 2020 | $1,755,000 | +32.3% | 4,180 | +6.8% | 0.74% | +7.0% |
| Q3 2020 | $1,327,000 | +4.7% | 3,915 | +0.3% | 0.69% | -2.8% |
| Q2 2020 | $1,267,000 | +177.2% | 3,905 | +124.8% | 0.71% | +25.1% |
| Q1 2020 | $457,000 | -74.7% | 1,737 | -63.7% | 0.57% | -40.5% |
| Q4 2019 | $1,805,000 | +6.9% | 4,788 | +0.2% | 0.95% | -15.3% |
| Q3 2019 | $1,689,000 | -7.8% | 4,778 | -7.2% | 1.12% | -7.9% |
| Q2 2019 | $1,831,000 | +8.5% | 5,151 | +5.3% | 1.22% | +1.0% |
| Q1 2019 | $1,687,000 | +11.1% | 4,891 | -2.4% | 1.21% | +2.4% |
| Q4 2018 | $1,519,000 | -19.2% | 5,013 | -2.0% | 1.18% | -5.9% |
| Q3 2018 | $1,879,000 | +4.8% | 5,113 | +1.8% | 1.26% | -3.2% |
| Q2 2018 | $1,793,000 | +3.1% | 5,023 | -1.4% | 1.30% | +2.0% |
| Q1 2018 | $1,739,000 | – | 5,093 | – | 1.27% | – |
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% |