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 | $8,895,030 | -4.7% | 19,479 | 0.0% | 3.60% | -5.9% |
| Q2 2023 | $9,328,834 | -3.9% | 19,479 | -8.0% | 3.82% | -23.5% |
| Q1 2023 | $9,702,846 | +3.5% | 21,166 | 0.0% | 5.00% | -2.7% |
| Q4 2022 | $9,372,228 | +10.2% | 21,166 | 0.0% | 5.14% | -3.7% |
| Q3 2022 | $8,502,000 | -2.9% | 21,166 | 0.0% | 5.34% | -11.4% |
| Q2 2022 | $8,752,000 | -15.7% | 21,166 | 0.0% | 6.03% | +7.7% |
| Q1 2022 | $10,381,000 | -5.3% | 21,166 | 0.0% | 5.60% | +11.3% |
| Q4 2021 | $10,957,000 | +2.8% | 21,166 | -4.5% | 5.03% | -16.8% |
| Q3 2021 | $10,659,000 | -5.8% | 22,166 | -3.8% | 6.04% | -7.1% |
| Q2 2021 | $11,315,000 | +3.1% | 23,045 | 0.0% | 6.50% | -14.6% |
| Q1 2021 | $10,971,000 | +11.2% | 23,045 | -1.9% | 7.61% | +2.6% |
| Q4 2020 | $9,868,000 | – | 23,499 | – | 7.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |