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 | $1,467,724 | -3.8% | 2,743 | 0.0% | 0.51% | -2.5% |
| Q1 2024 | $1,526,205 | +9.7% | 2,743 | 0.0% | 0.52% | +4.4% |
| Q4 2023 | $1,391,743 | -29.0% | 2,743 | -36.1% | 0.50% | -30.0% |
| Q3 2023 | $1,961,269 | -9.4% | 4,295 | -4.9% | 0.71% | -6.9% |
| Q2 2023 | $2,163,715 | +5.4% | 4,518 | +0.9% | 0.76% | -2.6% |
| Q1 2023 | $2,052,760 | +3.5% | 4,478 | 0.0% | 0.78% | -3.2% |
| Q4 2022 | $1,982,814 | +16.2% | 4,478 | +5.4% | 0.81% | +3.1% |
| Q3 2022 | $1,706,000 | -2.9% | 4,248 | 0.0% | 0.79% | +2.1% |
| Q2 2022 | $1,757,000 | -16.3% | 4,248 | -0.7% | 0.77% | -8.6% |
| Q1 2022 | $2,098,000 | -5.2% | 4,277 | 0.0% | 0.84% | -6.2% |
| Q4 2021 | $2,214,000 | +7.6% | 4,277 | 0.0% | 0.90% | +0.7% |
| Q3 2021 | $2,057,000 | -2.0% | 4,277 | 0.0% | 0.89% | -5.8% |
| Q2 2021 | $2,100,000 | +3.1% | 4,277 | 0.0% | 0.95% | +17.1% |
| Q1 2021 | $2,036,000 | +16.8% | 4,277 | +3.1% | 0.81% | -12.4% |
| Q4 2020 | $1,743,000 | – | 4,150 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |