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 ↓ |
|---|---|---|---|
| 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% |