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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $552,079 | -78.2% | 1,031 | -77.3% | 0.01% | -78.3% |
Q1 2024 | $2,531,602 | +358.8% | 4,549 | +318.5% | 0.02% | +360.0% |
Q4 2023 | $551,730 | +1.3% | 1,087 | -8.8% | 0.01% | -16.7% |
Q3 2023 | $544,716 | -82.2% | 1,192 | -81.3% | 0.01% | -81.2% |
Q2 2023 | $3,060,041 | +293.0% | 6,389 | +276.3% | 0.03% | +255.6% |
Q1 2023 | $778,601 | +1.2% | 1,698 | -2.2% | 0.01% | 0.0% |
Q4 2022 | $769,237 | +8.0% | 1,737 | -2.0% | 0.01% | 0.0% |
Q3 2022 | $712,000 | -4.8% | 1,773 | -1.9% | 0.01% | 0.0% |
Q2 2022 | $748,000 | -15.6% | 1,808 | +0.1% | 0.01% | -10.0% |
Q1 2022 | $886,000 | -9.4% | 1,807 | -4.3% | 0.01% | 0.0% |
Q4 2021 | $978,000 | +6.4% | 1,889 | -1.2% | 0.01% | -9.1% |
Q3 2021 | $919,000 | -16.7% | 1,911 | -15.0% | 0.01% | -15.4% |
Q2 2021 | $1,103,000 | +6.3% | 2,247 | +3.1% | 0.01% | 0.0% |
Q1 2021 | $1,038,000 | +21.1% | 2,180 | +6.9% | 0.01% | 0.0% |
Q4 2020 | $857,000 | +30.4% | 2,040 | +5.2% | 0.01% | +18.2% |
Q3 2020 | $657,000 | +14.5% | 1,939 | +9.7% | 0.01% | 0.0% |
Q2 2020 | $574,000 | +19.3% | 1,768 | -3.3% | 0.01% | +22.2% |
Q1 2020 | $481,000 | -32.7% | 1,829 | -3.9% | 0.01% | -25.0% |
Q4 2019 | $715,000 | +18.4% | 1,904 | +11.2% | 0.01% | +9.1% |
Q3 2019 | $604,000 | -3.4% | 1,713 | -2.8% | 0.01% | -8.3% |
Q2 2019 | $625,000 | +16.6% | 1,762 | +11.5% | 0.01% | +33.3% |
Q1 2019 | $536,000 | +22.9% | 1,580 | +9.8% | 0.01% | 0.0% |
Q4 2018 | $436,000 | -20.3% | 1,439 | -3.3% | 0.01% | -10.0% |
Q3 2018 | $547,000 | -39.9% | 1,488 | -41.9% | 0.01% | -44.4% |
Q2 2018 | $910,000 | +13.3% | 2,563 | +9.0% | 0.02% | +5.9% |
Q1 2018 | $803,000 | -0.2% | 2,351 | +0.9% | 0.02% | 0.0% |
Q4 2017 | $805,000 | +10.7% | 2,331 | +4.6% | 0.02% | +21.4% |
Q3 2017 | $727,000 | +2.8% | 2,229 | 0.0% | 0.01% | -12.5% |
Q2 2017 | $707,000 | -2.2% | 2,229 | -3.7% | 0.02% | -11.1% |
Q1 2017 | $723,000 | -23.0% | 2,315 | -25.7% | 0.02% | -14.3% |
Q4 2016 | $939,000 | +76.2% | 3,116 | +64.8% | 0.02% | +61.5% |
Q3 2016 | $533,000 | +54.9% | 1,891 | +49.5% | 0.01% | +30.0% |
Q2 2016 | $344,000 | +3.0% | 1,265 | -0.8% | 0.01% | 0.0% |
Q1 2016 | $334,000 | -17.1% | 1,275 | -19.7% | 0.01% | -23.1% |
Q4 2015 | $403,000 | +54.4% | 1,588 | +51.2% | 0.01% | +44.4% |
Q3 2015 | $261,000 | +12.5% | 1,050 | +23.5% | 0.01% | +12.5% |
Q2 2015 | $232,000 | -1.3% | 850 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $235,000 | -14.5% | 850 | -18.7% | 0.01% | -11.1% |
Q4 2014 | $275,000 | +5.8% | 1,045 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $260,000 | -31.8% | 1,045 | -28.8% | 0.01% | -30.8% |
Q2 2014 | $381,000 | +4.1% | 1,467 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $366,000 | +0.8% | 1,467 | -1.4% | 0.01% | -7.1% |
Q4 2013 | $363,000 | +8.0% | 1,488 | 0.0% | 0.01% | -6.7% |
Q3 2013 | $336,000 | +53.4% | 1,488 | +42.4% | 0.02% | +36.4% |
Q2 2013 | $219,000 | – | 1,045 | – | 0.01% | – |
Download |
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% |