SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,649 | +42.4% | 5,800 | +38.1% | 0.01% | +66.7% |
| Q4 2022 | $1,860 | -99.8% | 4,200 | +121.1% | 0.00% | +200.0% |
| Q3 2022 | $763,000 | -40.5% | 1,900 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $1,282,000 | -61.6% | 3,100 | -54.4% | 0.00% | -50.0% |
| Q1 2022 | $3,335,000 | -49.3% | 6,800 | -49.3% | 0.00% | -50.0% |
| Q2 2021 | $6,580,000 | +679.6% | 13,400 | +415.4% | 0.01% | +700.0% |
| Q2 2020 | $844,000 | +241.7% | 2,600 | +271.4% | 0.00% | – |
| Q3 2019 | $247,000 | -63.4% | 700 | -63.2% | 0.00% | -100.0% |
| Q2 2019 | $674,000 | -28.1% | 1,900 | -38.7% | 0.00% | 0.0% |
| Q4 2018 | $938,000 | +6.3% | 3,100 | +29.2% | 0.00% | 0.0% |
| Q3 2018 | $882,000 | -70.4% | 2,400 | -71.4% | 0.00% | -50.0% |
| Q2 2018 | $2,982,000 | – | 8,400 | – | 0.00% | – |
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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% |