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 | $317,365 | -4.6% | 695 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $332,842 | +6.3% | 695 | +1.8% | 0.04% | +2.3% |
| Q1 2023 | $313,000 | +103542.4% | 683 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $302 | -99.9% | 683 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $274,000 | -2.8% | 683 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $282,000 | -17.1% | 683 | -1.6% | 0.04% | 0.0% |
| Q1 2022 | $340,000 | -5.3% | 694 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $359,000 | +7.5% | 694 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $334,000 | -2.1% | 694 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $341,000 | +3.3% | 694 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $330,000 | +13.4% | 694 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $291,000 | +26.5% | 694 | +2.1% | 0.04% | +11.4% |
| Q3 2020 | $230,000 | +4.1% | 680 | 0.0% | 0.04% | -2.8% |
| Q2 2020 | $221,000 | -17.5% | 680 | -4.9% | 0.04% | -7.7% |
| Q4 2019 | $268,000 | +6.3% | 715 | 0.0% | 0.04% | -2.5% |
| Q3 2019 | $252,000 | -1.2% | 715 | -0.7% | 0.04% | -2.4% |
| Q2 2019 | $255,000 | -0.4% | 720 | -2.7% | 0.04% | -2.4% |
| Q1 2019 | $256,000 | +14.3% | 740 | 0.0% | 0.04% | +5.0% |
| Q4 2018 | $224,000 | -19.7% | 740 | -2.6% | 0.04% | -7.0% |
| Q3 2018 | $279,000 | +12.0% | 760 | +8.6% | 0.04% | +4.9% |
| Q2 2018 | $249,000 | +4.2% | 700 | 0.0% | 0.04% | +5.1% |
| Q1 2018 | $239,000 | -3.2% | 700 | -2.0% | 0.04% | +2.6% |
| Q4 2017 | $247,000 | +16.0% | 714 | -11.5% | 0.04% | -5.0% |
| Q4 2014 | $213,000 | +6.0% | 807 | 0.0% | 0.04% | +2.6% |
| Q3 2014 | $201,000 | -7.4% | 807 | -3.2% | 0.04% | -7.1% |
| Q2 2014 | $217,000 | +2.4% | 834 | -1.4% | 0.04% | 0.0% |
| Q1 2014 | $212,000 | +2.4% | 846 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $207,000 | +3.0% | 846 | -4.5% | 0.04% | -6.7% |
| Q3 2013 | $201,000 | -4.3% | 886 | -11.5% | 0.04% | +2.3% |
| Q1 2013 | $210,000 | – | 1,001 | – | 0.04% | – |
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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% |