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 | $18,652,124 | +0.6% | 40,846 | +5.5% | 15.21% | +1.0% |
| Q2 2023 | $18,548,288 | +7.6% | 38,730 | +3.0% | 15.06% | -0.0% |
| Q1 2023 | $17,241,722 | +6.1% | 37,612 | +2.5% | 15.06% | -4.8% |
| Q4 2022 | $16,252,937 | +9.1% | 36,706 | -1.0% | 15.83% | +0.6% |
| Q3 2022 | $14,896,000 | -3.6% | 37,086 | -0.7% | 15.73% | +3.5% |
| Q2 2022 | $15,447,000 | -15.7% | 37,357 | +0.0% | 15.21% | +2.9% |
| Q1 2022 | $18,317,000 | -4.8% | 37,348 | +0.5% | 14.77% | -0.8% |
| Q4 2021 | $19,242,000 | +8.2% | 37,170 | +0.5% | 14.90% | -0.9% |
| Q3 2021 | $17,790,000 | -5.2% | 36,994 | -3.2% | 15.04% | -3.5% |
| Q2 2021 | $18,759,000 | +3.4% | 38,205 | +0.3% | 15.59% | -3.9% |
| Q1 2021 | $18,136,000 | +12.1% | 38,097 | -1.1% | 16.22% | +5.4% |
| Q4 2020 | $16,176,000 | – | 38,525 | – | 15.39% | – |
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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% |