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 | $380,411 | +86.5% | 833 | +87.2% | 0.00% | – |
| Q1 2023 | $203,993 | -59.1% | 445 | -60.5% | 0.00% | -100.0% |
| Q4 2022 | $499,024 | +65.8% | 1,127 | +50.3% | 0.00% | – |
| Q3 2022 | $301,000 | +12.3% | 750 | +15.7% | 0.00% | – |
| Q2 2022 | $268,000 | -84.0% | 648 | -81.1% | 0.00% | -100.0% |
| Q1 2022 | $1,678,000 | -52.2% | 3,421 | -49.5% | 0.00% | -50.0% |
| Q4 2021 | $3,509,000 | +69.7% | 6,779 | +57.7% | 0.00% | +100.0% |
| Q3 2021 | $2,068,000 | +484.2% | 4,300 | +478.0% | 0.00% | – |
| Q1 2021 | $354,000 | -47.6% | 744 | -58.7% | 0.00% | -100.0% |
| Q4 2019 | $676,000 | -71.3% | 1,802 | -76.9% | 0.00% | -66.7% |
| Q4 2018 | $2,358,000 | +287.2% | 7,792 | +337.0% | 0.00% | +200.0% |
| Q1 2018 | $609,000 | +10.9% | 1,783 | -17.5% | 0.00% | 0.0% |
| Q4 2015 | $549,000 | +9.8% | 2,160 | +13.9% | 0.00% | – |
| Q4 2014 | $500,000 | – | 1,896 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |