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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $513,419 | -62.8% | 1,120 | -64.1% | 0.14% | -63.3% |
| Q4 2022 | $1,381,505 | +10.3% | 3,120 | 0.0% | 0.37% | +7.2% |
| Q3 2022 | $1,253,000 | -2.9% | 3,120 | 0.0% | 0.35% | +9.1% |
| Q2 2022 | $1,290,000 | -15.7% | 3,120 | 0.0% | 0.32% | -0.3% |
| Q1 2022 | $1,530,000 | -7.0% | 3,120 | -8.8% | 0.32% | -13.1% |
| Q3 2021 | $1,645,000 | -2.8% | 3,420 | -0.7% | 0.37% | -9.0% |
| Q2 2021 | $1,692,000 | +17.0% | 3,445 | 0.0% | 0.40% | +2.6% |
| Q4 2020 | $1,446,000 | +23.9% | 3,445 | 0.0% | 0.39% | +26.5% |
| Q3 2020 | $1,167,000 | -52.3% | 3,445 | -54.3% | 0.31% | -54.5% |
| Q2 2020 | $2,448,000 | +15.1% | 7,545 | -6.7% | 0.68% | -5.5% |
| Q1 2020 | $2,127,000 | -25.8% | 8,090 | +6.0% | 0.72% | -4.4% |
| Q4 2019 | $2,866,000 | – | 7,634 | – | 0.76% | – |
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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% |