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 | $638,844 | -8.7% | 1,399 | -4.3% | 0.42% | -7.9% |
| Q2 2023 | $699,934 | -3.3% | 1,462 | -7.4% | 0.46% | +1.6% |
| Q1 2023 | $723,511 | +2.7% | 1,578 | -0.8% | 0.45% | -3.4% |
| Q4 2022 | $704,325 | -8.3% | 1,591 | -16.8% | 0.46% | -15.2% |
| Q3 2022 | $768,000 | -5.4% | 1,912 | -2.6% | 0.55% | -12.1% |
| Q2 2022 | $812,000 | -22.5% | 1,964 | -8.1% | 0.62% | -14.3% |
| Q1 2022 | $1,048,000 | -5.0% | 2,137 | +0.3% | 0.73% | -2.6% |
| Q4 2021 | $1,103,000 | -2.6% | 2,130 | -9.5% | 0.74% | -25.0% |
| Q3 2021 | $1,132,000 | -2.9% | 2,354 | -0.8% | 0.99% | -17.0% |
| Q2 2021 | $1,166,000 | – | 2,374 | – | 1.20% | – |
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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% |