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 | $689,526 | -4.7% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $723,155 | +4.5% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $692,199 | +3.5% | 1,510 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $668,614 | +10.2% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $607,000 | -2.7% | 1,510 | 0.0% | 0.04% | +2.5% |
| Q2 2022 | $624,000 | -15.8% | 1,510 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $741,000 | -5.2% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $782,000 | +7.7% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $726,000 | -2.0% | 1,510 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $741,000 | +3.1% | 1,510 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $719,000 | +13.4% | 1,510 | 0.0% | 0.04% | +4.9% |
| Q4 2020 | $634,000 | +23.8% | 1,510 | 0.0% | 0.04% | +10.8% |
| Q3 2020 | $512,000 | +4.5% | 1,510 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $490,000 | +23.4% | 1,510 | 0.0% | 0.04% | +5.7% |
| Q1 2020 | $397,000 | -30.4% | 1,510 | -0.5% | 0.04% | -10.3% |
| Q4 2019 | $570,000 | +6.5% | 1,518 | 0.0% | 0.04% | -2.5% |
| Q3 2019 | $535,000 | -0.6% | 1,518 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $538,000 | +2.7% | 1,518 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $524,000 | +12.9% | 1,518 | -1.0% | 0.04% | 0.0% |
| Q4 2018 | $464,000 | -17.6% | 1,533 | 0.0% | 0.04% | -7.0% |
| Q3 2018 | $563,000 | +3.5% | 1,533 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $544,000 | +3.8% | 1,533 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $524,000 | -1.1% | 1,533 | 0.0% | 0.04% | +2.3% |
| Q4 2017 | $530,000 | +10.2% | 1,533 | +3.9% | 0.04% | +4.9% |
| Q3 2017 | $481,000 | +2.8% | 1,475 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $468,000 | +1.5% | 1,475 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $461,000 | +3.6% | 1,475 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $445,000 | -6.1% | 1,475 | -12.2% | 0.04% | -6.8% |
| Q3 2016 | $474,000 | +3.7% | 1,680 | 0.0% | 0.04% | -10.2% |
| Q2 2016 | $457,000 | +3.6% | 1,680 | 0.0% | 0.05% | +4.3% |
| Q1 2016 | $441,000 | -7.9% | 1,680 | -10.9% | 0.05% | -14.5% |
| Q4 2015 | $479,000 | +2.1% | 1,885 | 0.0% | 0.06% | +1.9% |
| Q3 2015 | $469,000 | -8.9% | 1,885 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $515,000 | +5.5% | 1,885 | +7.1% | 0.05% | +12.5% |
| Q1 2015 | $488,000 | +4.9% | 1,760 | 0.0% | 0.05% | +11.6% |
| Q4 2014 | $465,000 | +5.9% | 1,760 | 0.0% | 0.04% | +4.9% |
| Q3 2014 | $439,000 | -4.4% | 1,760 | 0.0% | 0.04% | -4.7% |
| Q2 2014 | $459,000 | +4.1% | 1,760 | 0.0% | 0.04% | -2.3% |
| Q1 2014 | $441,000 | -2.9% | 1,760 | -5.4% | 0.04% | -4.3% |
| Q4 2013 | $454,000 | +7.8% | 1,860 | 0.0% | 0.05% | +4.5% |
| Q3 2013 | $421,000 | +7.7% | 1,860 | 0.0% | 0.04% | +4.8% |
| Q2 2013 | $391,000 | – | 1,860 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |