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 Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644,635 | -4.9% | 3,602 | -0.3% | 0.56% | -1.9% |
| Q2 2023 | $1,729,632 | +5.1% | 3,612 | +0.6% | 0.57% | -4.8% |
| Q1 2023 | $1,645,509 | +101349.4% | 3,590 | -2.0% | 0.60% | +1.5% |
| Q4 2022 | $1,622 | -99.9% | 3,662 | -4.3% | 0.59% | +6.5% |
| Q3 2022 | $1,536,000 | -10.5% | 3,825 | -7.9% | 0.56% | -0.5% |
| Q2 2022 | $1,717,000 | -16.2% | 4,153 | -0.7% | 0.56% | +6.3% |
| Q1 2022 | $2,050,000 | -0.7% | 4,181 | +4.8% | 0.52% | +12.9% |
| Q4 2021 | $2,065,000 | +4.1% | 3,990 | -3.3% | 0.46% | +2.4% |
| Q3 2021 | $1,984,000 | -3.3% | 4,127 | -1.2% | 0.45% | -1.7% |
| Q2 2021 | $2,051,000 | -1.6% | 4,177 | -4.7% | 0.46% | -13.6% |
| Q1 2021 | $2,085,000 | +10.4% | 4,381 | -2.6% | 0.54% | +8.7% |
| Q4 2020 | $1,889,000 | +19.5% | 4,498 | -3.6% | 0.49% | +10.8% |
| Q3 2020 | $1,581,000 | -21.5% | 4,665 | -24.8% | 0.44% | -31.3% |
| Q2 2020 | $2,013,000 | +22.8% | 6,202 | -0.5% | 0.65% | -1.4% |
| Q1 2020 | $1,639,000 | – | 6,235 | – | 0.66% | – |
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% |