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 | $1,449,851 | -1.4% | 3,196 | +4.1% | 0.20% | 0.0% |
| Q2 2023 | $1,470,560 | +17.7% | 3,071 | +12.7% | 0.20% | +9.4% |
| Q1 2023 | $1,249,414 | -3.4% | 2,726 | -6.6% | 0.18% | +35.1% |
| Q4 2022 | $1,292,780 | +24.8% | 2,920 | +13.3% | 0.13% | -39.9% |
| Q3 2022 | $1,036,000 | -1.9% | 2,578 | +1.0% | 0.22% | +134.7% |
| Q2 2022 | $1,056,000 | -18.8% | 2,553 | -3.8% | 0.10% | -59.6% |
| Q1 2022 | $1,301,000 | -11.1% | 2,653 | -6.2% | 0.24% | -7.8% |
| Q4 2021 | $1,463,000 | +77.1% | 2,827 | +64.6% | 0.26% | +73.5% |
| Q3 2021 | $826,000 | +38.1% | 1,718 | +41.1% | 0.15% | +32.4% |
| Q2 2021 | $598,000 | -49.4% | 1,218 | -53.8% | 0.11% | +1.8% |
| Q1 2021 | $1,181,000 | +113.6% | 2,636 | +100.0% | 0.11% | +7.9% |
| Q4 2020 | $553,000 | -7.7% | 1,318 | -25.4% | 0.10% | -32.2% |
| Q3 2020 | $599,000 | +10.7% | 1,767 | +6.1% | 0.15% | +15.5% |
| Q2 2020 | $541,000 | +98.2% | 1,666 | +60.2% | 0.13% | +55.4% |
| Q1 2020 | $273,000 | – | 1,040 | – | 0.08% | – |
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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% |