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 2021 | $224,000 | -3.0% | 466 | 0.0% | 0.36% | +6.3% |
| Q2 2021 | $231,000 | -33.0% | 466 | -34.9% | 0.33% | -31.4% |
| Q1 2021 | $345,000 | +14.6% | 716 | 0.0% | 0.49% | +9.4% |
| Q4 2020 | $301,000 | +7.5% | 716 | -12.3% | 0.44% | +1.1% |
| Q3 2020 | $280,000 | +5.7% | 816 | 0.0% | 0.44% | +1.1% |
| Q2 2020 | $265,000 | +23.3% | 816 | 0.0% | 0.44% | +40.8% |
| Q1 2020 | $215,000 | -30.2% | 816 | 0.0% | 0.31% | -29.8% |
| Q4 2019 | $308,000 | +10.0% | 816 | 0.0% | 0.44% | +17.3% |
| Q3 2019 | $280,000 | -8.8% | 816 | -5.8% | 0.38% | -10.5% |
| Q2 2019 | $307,000 | +2.7% | 866 | 0.0% | 0.42% | 0.0% |
| Q1 2019 | $299,000 | -2.9% | 866 | -14.8% | 0.42% | -9.5% |
| Q4 2018 | $308,000 | -17.4% | 1,016 | 0.0% | 0.46% | -5.3% |
| Q3 2018 | $373,000 | +3.3% | 1,016 | 0.0% | 0.49% | +8.7% |
| Q2 2018 | $361,000 | +0.6% | 1,016 | -3.3% | 0.45% | +6.1% |
| Q1 2018 | $359,000 | +15.1% | 1,051 | +16.3% | 0.42% | +18.4% |
| Q4 2017 | $312,000 | -43.4% | 904 | -46.5% | 0.36% | -41.8% |
| Q3 2017 | $551,000 | -6.9% | 1,689 | -9.4% | 0.62% | -5.1% |
| Q2 2017 | $592,000 | -7.9% | 1,865 | -9.4% | 0.65% | +0.2% |
| Q1 2017 | $643,000 | +13.0% | 2,058 | +7.3% | 0.65% | +11.0% |
| Q4 2016 | $569,000 | +5.2% | 1,918 | 0.0% | 0.58% | +2.5% |
| Q3 2016 | $541,000 | -3.0% | 1,918 | -6.4% | 0.57% | -5.3% |
| Q2 2016 | $558,000 | +3.5% | 2,050 | 0.0% | 0.60% | +3.3% |
| Q1 2016 | $539,000 | -44.3% | 2,050 | -46.2% | 0.58% | -44.4% |
| Q4 2015 | $968,000 | +65.5% | 3,811 | +62.2% | 1.05% | +52.6% |
| Q3 2015 | $585,000 | -12.6% | 2,350 | -4.1% | 0.69% | -6.0% |
| Q2 2015 | $669,000 | -1.5% | 2,450 | 0.0% | 0.73% | -0.1% |
| Q1 2015 | $679,000 | +4.9% | 2,450 | 0.0% | 0.73% | +6.6% |
| Q4 2014 | $647,000 | -4.6% | 2,450 | -9.9% | 0.69% | -6.7% |
| Q3 2014 | $678,000 | -7.6% | 2,719 | -3.5% | 0.74% | -5.5% |
| Q2 2014 | $734,000 | -9.6% | 2,819 | -13.0% | 0.78% | -10.4% |
| Q1 2014 | $812,000 | -6.0% | 3,239 | -8.5% | 0.87% | -3.6% |
| Q4 2013 | $864,000 | +2.1% | 3,539 | -5.3% | 0.90% | -6.2% |
| Q3 2013 | $846,000 | – | 3,739 | – | 0.96% | – |
Download | ||||||
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% |