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 | $5,881,579 | -0.9% | 12,880 | +3.9% | 0.94% | -7.0% |
| Q2 2023 | $5,934,839 | +6.2% | 12,392 | +1.7% | 1.01% | -4.9% |
| Q1 2023 | $5,585,910 | +2.9% | 12,185 | -0.6% | 1.06% | -13.7% |
| Q4 2022 | $5,429,361 | +15.7% | 12,262 | +5.0% | 1.23% | +7.2% |
| Q3 2022 | $4,693,000 | +5.4% | 11,683 | +8.5% | 1.15% | +3.5% |
| Q2 2022 | $4,451,000 | -8.5% | 10,765 | +8.5% | 1.11% | +6.3% |
| Q1 2022 | $4,865,000 | -6.7% | 9,920 | -1.5% | 1.04% | -30.3% |
| Q4 2021 | $5,212,000 | +18.0% | 10,068 | +9.6% | 1.50% | +15.4% |
| Q3 2021 | $4,416,000 | +22.1% | 9,183 | +25.0% | 1.30% | +9.5% |
| Q2 2021 | $3,616,000 | -24.6% | 7,345 | -27.1% | 1.18% | -4.9% |
| Q1 2021 | $4,796,000 | +189.4% | 10,075 | +155.3% | 1.25% | +53.1% |
| Q4 2020 | $1,657,000 | -55.6% | 3,947 | -64.1% | 0.81% | -15.9% |
| Q3 2020 | $3,730,000 | +624.3% | 11,007 | +593.6% | 0.97% | +110.9% |
| Q2 2020 | $515,000 | -32.7% | 1,587 | -22.1% | 0.46% | -37.7% |
| Q4 2019 | $765,000 | – | 2,037 | – | 0.74% | – |
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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% |