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 | $3,067,708 | -5.1% | 6,718 | -0.5% | 0.10% | -9.7% |
| Q2 2023 | $3,234,079 | +2.9% | 6,753 | -1.5% | 0.11% | 0.0% |
| Q1 2023 | $3,143,776 | +4.7% | 6,858 | +1.2% | 0.11% | -0.9% |
| Q4 2022 | $3,001,231 | +9.1% | 6,778 | -1.1% | 0.11% | 0.0% |
| Q3 2022 | $2,752,000 | -13.2% | 6,852 | -10.7% | 0.11% | -8.8% |
| Q2 2022 | $3,171,000 | -26.3% | 7,669 | -12.5% | 0.12% | -13.8% |
| Q1 2022 | $4,301,000 | -7.5% | 8,769 | -2.4% | 0.14% | -2.0% |
| Q4 2021 | $4,649,000 | +3.7% | 8,981 | -3.6% | 0.15% | -3.3% |
| Q3 2021 | $4,482,000 | -2.1% | 9,321 | 0.0% | 0.15% | -3.2% |
| Q2 2021 | $4,577,000 | +2.8% | 9,321 | -0.3% | 0.16% | -4.2% |
| Q1 2021 | $4,451,000 | +80.4% | 9,349 | +59.2% | 0.16% | +46.0% |
| Q4 2020 | $2,467,000 | +9.1% | 5,874 | -12.0% | 0.11% | -3.4% |
| Q3 2020 | $2,261,000 | +8.8% | 6,674 | +4.2% | 0.12% | +0.9% |
| Q2 2020 | $2,079,000 | +22.5% | 6,408 | -0.7% | 0.12% | -4.1% |
| Q1 2020 | $1,697,000 | -30.6% | 6,454 | -0.9% | 0.12% | -12.3% |
| Q4 2019 | $2,444,000 | +5.7% | 6,512 | -0.8% | 0.14% | -1.4% |
| Q3 2019 | $2,313,000 | -0.9% | 6,562 | -0.3% | 0.14% | -2.1% |
| Q2 2019 | $2,334,000 | +2.5% | 6,582 | -0.2% | 0.14% | +1.4% |
| Q1 2019 | $2,277,000 | +15.2% | 6,592 | +0.9% | 0.14% | +5.2% |
| Q4 2018 | $1,977,000 | -17.8% | 6,533 | -0.2% | 0.13% | -5.0% |
| Q3 2018 | $2,404,000 | +2.6% | 6,543 | -0.9% | 0.14% | +0.7% |
| Q2 2018 | $2,343,000 | +2.6% | 6,601 | -1.2% | 0.14% | -4.1% |
| Q1 2018 | $2,283,000 | -1.3% | 6,681 | -0.2% | 0.15% | 0.0% |
| Q4 2017 | $2,313,000 | +7.1% | 6,695 | +1.2% | 0.15% | -12.6% |
| Q3 2017 | $2,160,000 | +1.8% | 6,618 | -0.9% | 0.17% | -2.9% |
| Q2 2017 | $2,121,000 | +1.7% | 6,677 | 0.0% | 0.17% | -0.6% |
| Q1 2017 | $2,086,000 | -5.8% | 6,677 | -9.0% | 0.17% | -15.6% |
| Q4 2016 | $2,214,000 | +5.5% | 7,337 | -1.3% | 0.20% | +5.7% |
| Q3 2016 | $2,099,000 | +396.2% | 7,437 | +378.3% | 0.19% | +288.0% |
| Q2 2016 | $423,000 | +93.2% | 1,555 | +76.7% | 0.05% | +47.1% |
| Q3 2015 | $219,000 | -44.3% | 880 | -38.8% | 0.03% | -44.3% |
| Q2 2015 | $393,000 | +13.3% | 1,437 | +14.8% | 0.06% | +27.1% |
| Q1 2015 | $347,000 | +5.2% | 1,252 | 0.0% | 0.05% | +2.1% |
| Q4 2014 | $330,000 | +5.8% | 1,252 | 0.0% | 0.05% | -2.1% |
| Q3 2014 | $312,000 | -5.7% | 1,252 | -1.3% | 0.05% | -5.9% |
| Q2 2014 | $331,000 | +4.1% | 1,269 | 0.0% | 0.05% | +2.0% |
| Q1 2014 | $318,000 | +2.6% | 1,269 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $310,000 | -7.5% | 1,269 | -14.1% | 0.05% | -21.9% |
| Q3 2013 | $335,000 | – | 1,478 | – | 0.06% | – |
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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% |