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 | $1,606,386 | -4.6% | 3,517 | 0.0% | 1.41% | +0.2% |
| Q2 2023 | $1,684,451 | +1.1% | 3,517 | -3.2% | 1.40% | -9.5% |
| Q1 2023 | $1,666,584 | -3.3% | 3,635 | -6.6% | 1.55% | -8.5% |
| Q4 2022 | $1,724,069 | +8.4% | 3,893 | -1.7% | 1.70% | +1.9% |
| Q3 2022 | $1,590,000 | -3.5% | 3,959 | -0.6% | 1.67% | +2.3% |
| Q2 2022 | $1,647,000 | -16.0% | 3,983 | -0.4% | 1.63% | -10.1% |
| Q1 2022 | $1,961,000 | -7.7% | 3,998 | -2.6% | 1.81% | -3.3% |
| Q4 2021 | $2,125,000 | – | 4,104 | – | 1.87% | – |
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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% |