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 Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,972 | -16.9% | 681 | -12.8% | 0.03% | -14.7% |
| Q2 2023 | $374,029 | +4.5% | 781 | 0.0% | 0.03% | +3.0% |
| Q1 2023 | $358,019 | -62.5% | 781 | -63.8% | 0.03% | -59.3% |
| Q4 2022 | $954,655 | +8.7% | 2,156 | -1.4% | 0.08% | -8.0% |
| Q3 2022 | $878,000 | -0.3% | 2,186 | +2.6% | 0.09% | +15.8% |
| Q2 2022 | $881,000 | -15.7% | 2,130 | 0.0% | 0.08% | -6.2% |
| Q1 2022 | $1,045,000 | -5.6% | 2,130 | -0.4% | 0.08% | +1.2% |
| Q4 2021 | $1,107,000 | +7.6% | 2,139 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $1,029,000 | -2.0% | 2,139 | 0.0% | 0.08% | +2.5% |
| Q2 2021 | $1,050,000 | +3.1% | 2,139 | 0.0% | 0.08% | -2.5% |
| Q1 2021 | $1,018,000 | +11.3% | 2,139 | -1.8% | 0.08% | +5.2% |
| Q4 2020 | $915,000 | +24.0% | 2,179 | 0.0% | 0.08% | +8.5% |
| Q3 2020 | $738,000 | +4.4% | 2,179 | 0.0% | 0.07% | +1.4% |
| Q2 2020 | $707,000 | +23.4% | 2,179 | 0.0% | 0.07% | +2.9% |
| Q1 2020 | $573,000 | -40.8% | 2,179 | -15.5% | 0.07% | -21.8% |
| Q4 2019 | $968,000 | +6.5% | 2,579 | 0.0% | 0.09% | -3.3% |
| Q3 2019 | $909,000 | -1.2% | 2,579 | -0.6% | 0.09% | 0.0% |
| Q2 2019 | $920,000 | +2.2% | 2,595 | -0.4% | 0.09% | 0.0% |
| Q1 2019 | $900,000 | +11.5% | 2,605 | -2.3% | 0.09% | +1.1% |
| Q4 2018 | $807,000 | -17.6% | 2,665 | 0.0% | 0.09% | -2.2% |
| Q3 2018 | $979,000 | -4.0% | 2,665 | -7.2% | 0.09% | -6.2% |
| Q2 2018 | $1,020,000 | -5.6% | 2,872 | -9.2% | 0.10% | -9.3% |
| Q1 2018 | $1,081,000 | -1.1% | 3,163 | 0.0% | 0.11% | -0.9% |
| Q4 2017 | $1,093,000 | +5.9% | 3,163 | 0.0% | 0.11% | +3.8% |
| Q3 2017 | $1,032,000 | +3.2% | 3,163 | +0.5% | 0.10% | -2.8% |
| Q2 2017 | $1,000,000 | +1.9% | 3,147 | +0.2% | 0.11% | +0.9% |
| Q1 2017 | $981,000 | +2.6% | 3,140 | -0.9% | 0.11% | -0.9% |
| Q4 2016 | $956,000 | +10.0% | 3,170 | +2.9% | 0.11% | +10.3% |
| Q3 2016 | $869,000 | +3.7% | 3,080 | 0.0% | 0.10% | +4.3% |
| Q2 2016 | $838,000 | +1.9% | 3,080 | -1.6% | 0.09% | +1.1% |
| Q1 2016 | $822,000 | +6.5% | 3,130 | +3.0% | 0.09% | +3.4% |
| Q4 2015 | $772,000 | +0.5% | 3,039 | -1.6% | 0.09% | -3.3% |
| Q3 2015 | $768,000 | -8.9% | 3,089 | 0.0% | 0.09% | +2.2% |
| Q2 2015 | $843,000 | -3.7% | 3,089 | -2.2% | 0.09% | 0.0% |
| Q1 2015 | $875,000 | +5.0% | 3,159 | 0.0% | 0.09% | +5.9% |
| Q4 2014 | $833,000 | +5.7% | 3,159 | -0.2% | 0.08% | +3.7% |
| Q3 2014 | $788,000 | -4.4% | 3,164 | 0.0% | 0.08% | -3.5% |
| Q2 2014 | $824,000 | -5.0% | 3,164 | -8.7% | 0.08% | -6.6% |
| Q1 2014 | $867,000 | +12.3% | 3,464 | +9.5% | 0.09% | +12.3% |
| Q4 2013 | $772,000 | +7.2% | 3,164 | -0.6% | 0.08% | -1.2% |
| Q3 2013 | $720,000 | +7.8% | 3,184 | 0.0% | 0.08% | +3.8% |
| Q2 2013 | $668,000 | +15.0% | 3,184 | -1.5% | 0.08% | +3.9% |
| Q3 2012 | $581,000 | – | 3,234 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |