SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,239 | -5.8% | 33,373 | -1.2% | 1.65% | -3.0% |
| Q2 2023 | $16,183 | +1.7% | 33,790 | -2.7% | 1.71% | -8.8% |
| Q1 2023 | $15,916 | +2.5% | 34,721 | -1.0% | 1.87% | -0.1% |
| Q4 2022 | $15,535 | -99.9% | 35,084 | -0.6% | 1.87% | +0.8% |
| Q3 2022 | $14,177,000 | -3.4% | 35,295 | -0.5% | 1.86% | +4.5% |
| Q2 2022 | $14,669,000 | -17.3% | 35,477 | -1.9% | 1.78% | +1.1% |
| Q1 2022 | $17,729,000 | -6.7% | 36,149 | -1.5% | 1.76% | -2.9% |
| Q4 2021 | $18,996,000 | +7.3% | 36,695 | -0.3% | 1.81% | -1.9% |
| Q3 2021 | $17,701,000 | -2.4% | 36,810 | -0.4% | 1.85% | -3.0% |
| Q2 2021 | $18,142,000 | -1.5% | 36,948 | -4.5% | 1.90% | -9.5% |
| Q1 2021 | $18,412,000 | +9.8% | 38,677 | -3.2% | 2.10% | +3.6% |
| Q4 2020 | $16,772,000 | +23522.5% | 39,941 | +14693.0% | 2.03% | +14400.0% |
| Q1 2020 | $71,000 | – | 270 | – | 0.01% | – |
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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% |