SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 516 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $343,393 | -4.7% | 752 | 0.0% | 0.11% | +9.6% |
Q2 2023 | $360,140 | +4.2% | 752 | -0.3% | 0.10% | +2.0% |
Q1 2023 | $345,641 | +2.8% | 754 | -0.7% | 0.10% | 0.0% |
Q4 2022 | $336,078 | +50.0% | 759 | +66.1% | 0.10% | +67.2% |
Q1 2022 | $224,000 | -5.9% | 457 | -0.4% | 0.06% | -1.6% |
Q4 2021 | $238,000 | +7.7% | 459 | 0.0% | 0.06% | -1.6% |
Q3 2021 | $221,000 | -1.8% | 459 | 0.0% | 0.06% | -1.6% |
Q2 2021 | $225,000 | +2.7% | 459 | 0.0% | 0.06% | +1.6% |
Q1 2021 | $219,000 | +6.3% | 459 | -6.3% | 0.06% | 0.0% |
Q4 2020 | $206,000 | -28.7% | 490 | -55.4% | 0.06% | -52.6% |
Q1 2020 | $289,000 | -31.4% | 1,098 | -2.1% | 0.13% | -15.3% |
Q4 2019 | $421,000 | -65.2% | 1,122 | -67.3% | 0.16% | -68.4% |
Q3 2019 | $1,210,000 | -30.0% | 3,432 | -29.6% | 0.50% | -30.4% |
Q2 2019 | $1,728,000 | +4.0% | 4,872 | +1.2% | 0.71% | -0.1% |
Q1 2019 | $1,662,000 | +15.3% | 4,812 | +1.0% | 0.72% | +2.9% |
Q4 2018 | $1,442,000 | -14.0% | 4,762 | +4.4% | 0.70% | -4.9% |
Q3 2018 | $1,677,000 | +9.6% | 4,562 | +5.8% | 0.73% | -0.3% |
Q2 2018 | $1,530,000 | +3.8% | 4,312 | -0.0% | 0.73% | -2.1% |
Q1 2018 | $1,474,000 | -18.7% | 4,314 | -17.8% | 0.75% | -15.7% |
Q4 2017 | $1,813,000 | +1.4% | 5,250 | -4.2% | 0.89% | -4.2% |
Q3 2017 | $1,788,000 | +8.0% | 5,480 | +5.2% | 0.93% | +1.2% |
Q2 2017 | $1,655,000 | +1.7% | 5,210 | 0.0% | 0.92% | -1.1% |
Q1 2017 | $1,628,000 | +3.5% | 5,210 | 0.0% | 0.93% | 0.0% |
Q4 2016 | $1,573,000 | +16.8% | 5,210 | +9.2% | 0.93% | +12.6% |
Q3 2016 | $1,347,000 | +2.2% | 4,770 | -1.4% | 0.82% | +2.9% |
Q2 2016 | $1,318,000 | +2.6% | 4,840 | -1.0% | 0.80% | -1.2% |
Q1 2016 | $1,285,000 | +3.9% | 4,890 | +0.4% | 0.81% | +0.9% |
Q4 2015 | $1,237,000 | -11.9% | 4,870 | -13.7% | 0.80% | -17.0% |
Q3 2015 | $1,404,000 | -8.9% | 5,640 | 0.0% | 0.97% | -2.8% |
Q2 2015 | $1,541,000 | -0.1% | 5,640 | +1.4% | 1.00% | -0.2% |
Q1 2015 | $1,542,000 | +5.7% | 5,560 | +0.5% | 1.00% | +4.1% |
Q4 2014 | $1,459,000 | +1.5% | 5,530 | -4.0% | 0.96% | -3.2% |
Q3 2014 | $1,437,000 | -0.6% | 5,760 | +3.8% | 0.99% | -0.6% |
Q2 2014 | $1,446,000 | +5.3% | 5,550 | +1.3% | 1.00% | +2.3% |
Q1 2014 | $1,373,000 | +3.5% | 5,480 | +0.9% | 0.97% | +3.7% |
Q4 2013 | $1,326,000 | +14.7% | 5,430 | +6.3% | 0.94% | +5.9% |
Q3 2013 | $1,156,000 | +4.4% | 5,110 | -3.0% | 0.89% | +3.4% |
Q2 2013 | $1,107,000 | – | 5,270 | – | 0.86% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
KLS Professional Advisors Group, LLC | 1,169,912 | $304,832,000 | 56.21% |
APERIMUS CAPITAL, LLC | 197,058 | $51,345,000 | 33.39% |
Spectrum Management Group, LLC | 134,196 | $34,966,000 | 21.74% |
Capstone Financial Advisors, Inc. | 105,235 | $27,420,000 | 19.07% |
LBA Wealth Management, LLC | 79,236 | $20,646,000 | 16.83% |
SHINE INVESTMENT ADVISORY SERVICES INC | 52,782 | $13,753,000,000 | 15.92% |
Sage Advisory Services, Ltd.Co. | 425,377 | $110,836,000 | 13.80% |
Leonetti & Associates, LLC | 139,846 | $36,438,000 | 12.51% |
Confluence Wealth Management LLC | 83,028 | $21,634,000 | 12.33% |
Financial Advisory Group | 77,761 | $20,261,000 | 11.51% |