SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,045 | -74.9% | 933 | -73.6% | 0.01% | -75.9% |
| Q2 2023 | $1,695,341 | -18.5% | 3,540 | -22.0% | 0.03% | -23.7% |
| Q1 2023 | $2,081,181 | +2.7% | 4,540 | -0.8% | 0.04% | -2.6% |
| Q4 2022 | $2,025,764 | +10.2% | 4,575 | 0.0% | 0.04% | -7.1% |
| Q3 2022 | $1,838,000 | -2.9% | 4,575 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $1,892,000 | -15.7% | 4,575 | 0.0% | 0.04% | -4.5% |
| Q1 2022 | $2,244,000 | -1.8% | 4,575 | +3.7% | 0.04% | +2.3% |
| Q4 2021 | $2,284,000 | +3.3% | 4,413 | -4.1% | 0.04% | -4.4% |
| Q3 2021 | $2,212,000 | -5.8% | 4,600 | -3.8% | 0.04% | -4.3% |
| Q2 2021 | $2,349,000 | +0.3% | 4,784 | -2.7% | 0.05% | -7.8% |
| Q1 2021 | $2,342,000 | +13.7% | 4,919 | +0.3% | 0.05% | +8.5% |
| Q4 2020 | $2,059,000 | +24.0% | 4,903 | 0.0% | 0.05% | +14.6% |
| Q3 2020 | $1,661,000 | +3.0% | 4,903 | -1.3% | 0.04% | -4.7% |
| Q2 2020 | $1,613,000 | +40.6% | 4,970 | +13.9% | 0.04% | +7.5% |
| Q1 2020 | $1,147,000 | -31.2% | 4,363 | -1.8% | 0.04% | -13.0% |
| Q4 2019 | $1,667,000 | +6.5% | 4,441 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $1,565,000 | -2.2% | 4,441 | -1.6% | 0.05% | -6.1% |
| Q2 2019 | $1,600,000 | +2976.9% | 4,511 | +2907.3% | 0.05% | +2350.0% |
| Q1 2019 | $52,000 | – | 150 | – | 0.00% | – |
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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% |