SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
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 | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |