SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,718 | -4.7% | 560 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $268,190 | +4.5% | 560 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $256,710 | +105978.5% | 560 | +2.4% | 0.02% | 0.0% |
| Q4 2022 | $242 | -99.9% | 547 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $220,000 | -2.7% | 547 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $226,000 | -15.7% | 547 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $268,000 | -5.3% | 547 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $283,000 | +7.6% | 547 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $263,000 | -2.2% | 547 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $269,000 | -3.6% | 547 | -6.8% | 0.02% | -8.0% |
| Q1 2021 | $279,000 | +10.7% | 587 | -2.2% | 0.02% | +4.2% |
| Q4 2020 | $252,000 | +21.2% | 600 | -2.4% | 0.02% | +9.1% |
| Q3 2020 | $208,000 | -19.7% | 615 | -22.9% | 0.02% | -24.1% |
| Q2 2020 | $259,000 | +22.2% | 798 | -1.2% | 0.03% | -3.3% |
| Q1 2020 | $212,000 | -30.0% | 808 | 0.0% | 0.03% | -11.8% |
| Q4 2019 | $303,000 | +5.2% | 808 | -1.2% | 0.03% | -2.9% |
| Q3 2019 | $288,000 | -0.7% | 818 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $290,000 | -6.8% | 818 | -9.2% | 0.03% | -10.5% |
| Q1 2019 | $311,000 | +13.9% | 901 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $273,000 | -17.5% | 901 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $331,000 | +63.9% | 901 | +58.3% | 0.04% | +50.0% |
| Q2 2018 | $202,000 | -1.5% | 569 | -4.2% | 0.03% | 0.0% |
| Q4 2017 | $205,000 | +1.5% | 594 | -4.0% | 0.03% | -3.7% |
| Q3 2017 | $202,000 | -0.5% | 619 | -3.1% | 0.03% | -3.6% |
| Q2 2017 | $203,000 | -6.5% | 639 | -25.2% | 0.03% | -17.6% |
| Q4 2015 | $217,000 | -1.8% | 854 | 0.0% | 0.03% | -5.6% |
| Q3 2015 | $221,000 | -5.2% | 854 | 0.0% | 0.04% | -2.7% |
| Q2 2015 | $233,000 | -2.1% | 854 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $238,000 | +10.2% | 854 | +4.3% | 0.04% | +8.6% |
| Q4 2014 | $216,000 | +2.4% | 819 | +1.2% | 0.04% | -2.8% |
| Q2 2014 | $211,000 | – | 809 | – | 0.04% | – |
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% |