SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $81,181 | -6.4% | 160 | -15.8% | 0.02% | -16.7% |
| Q3 2023 | $86,762 | -4.6% | 190 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $90,992 | +4.5% | 190 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $87,097 | -25.8% | 190 | -28.3% | 0.02% | -25.0% |
| Q4 2022 | $117,339 | -43.0% | 265 | -51.8% | 0.03% | -30.4% |
| Q4 2019 | $206,000 | +6.7% | 550 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $193,000 | -1.0% | 550 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $195,000 | -1.0% | 550 | 0.0% | 0.04% | -2.2% |
| Q1 2019 | $197,000 | +18.7% | 550 | 0.0% | 0.04% | +4.7% |
| Q4 2018 | $166,000 | -17.8% | 550 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $202,000 | +3.6% | 550 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $195,000 | +4.3% | 550 | 0.0% | 0.04% | +4.7% |
| Q1 2018 | $187,000 | -1.1% | 550 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $189,000 | +5.6% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $179,000 | +4.7% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $171,000 | 0.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $171,000 | +3.6% | 550 | 0.0% | 0.04% | -4.4% |
| Q4 2016 | $165,000 | +6.5% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2016 | $155,000 | +4.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $149,000 | – | 550 | – | 0.04% | – |
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% |