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 | $1,513,522 | +5.3% | 2,819 | +9.1% | 0.11% | -15.8% |
| Q1 2024 | $1,437,738 | +38.0% | 2,584 | +25.8% | 0.13% | +23.1% |
| Q4 2023 | $1,042,159 | +14.7% | 2,054 | +3.3% | 0.11% | +2.9% |
| Q3 2023 | $908,257 | -2.1% | 1,989 | +2.7% | 0.10% | 0.0% |
| Q2 2023 | $927,649 | +4.9% | 1,937 | +0.4% | 0.10% | +12.9% |
| Q1 2023 | $884,731 | +102537.0% | 1,930 | -0.9% | 0.09% | +2.2% |
| Q4 2022 | $862 | -99.9% | 1,948 | 0.0% | 0.09% | -2.2% |
| Q3 2022 | $782,000 | +24.1% | 1,948 | +27.9% | 0.09% | +32.9% |
| Q2 2022 | $630,000 | -50.1% | 1,523 | -39.2% | 0.07% | +14.8% |
| Q1 2022 | $1,262,000 | +93.3% | 2,504 | +98.4% | 0.06% | -6.2% |
| Q4 2021 | $653,000 | +7.6% | 1,262 | 0.0% | 0.06% | -5.8% |
| Q3 2021 | $607,000 | 0.0% | 1,262 | -1.1% | 0.07% | -21.6% |
| Q2 2021 | $607,000 | 0.0% | 1,276 | 0.0% | 0.09% | -19.3% |
| Q1 2021 | $607,000 | +16.5% | 1,276 | +2.8% | 0.11% | +5.8% |
| Q4 2020 | $521,000 | +132.6% | 1,241 | +88.0% | 0.10% | +87.3% |
| Q3 2020 | $224,000 | -49.7% | 660 | -49.3% | 0.06% | -36.8% |
| Q1 2018 | $445,000 | -12.9% | 1,303 | -19.0% | 0.09% | -19.4% |
| Q2 2017 | $511,000 | +18.0% | 1,609 | +16.1% | 0.11% | +9.1% |
| Q1 2017 | $433,000 | +3.6% | 1,386 | 0.0% | 0.10% | +10.0% |
| Q4 2016 | $418,000 | +6.9% | 1,386 | 0.0% | 0.09% | -3.2% |
| Q3 2016 | $391,000 | +3.7% | 1,386 | 0.0% | 0.09% | +2.2% |
| Q2 2016 | $377,000 | +0.3% | 1,386 | -3.2% | 0.09% | -2.2% |
| Q1 2016 | $376,000 | -12.8% | 1,432 | -15.6% | 0.09% | -9.7% |
| Q4 2015 | $431,000 | -4.4% | 1,697 | -6.3% | 0.10% | -12.0% |
| Q3 2015 | $451,000 | -8.9% | 1,811 | 0.0% | 0.12% | -7.9% |
| Q2 2015 | $495,000 | -1.6% | 1,811 | -0.2% | 0.13% | -1.6% |
| Q1 2015 | $503,000 | +14.3% | 1,815 | +9.0% | 0.13% | +12.2% |
| Q4 2014 | $440,000 | +6.0% | 1,665 | 0.0% | 0.12% | -7.3% |
| Q3 2014 | $415,000 | +25.8% | 1,665 | +31.6% | 0.12% | +25.3% |
| Q2 2014 | $330,000 | +4.1% | 1,265 | 0.0% | 0.10% | -4.8% |
| Q1 2014 | $317,000 | +2.6% | 1,265 | 0.0% | 0.10% | 0.0% |
| Q4 2013 | $309,000 | +2.3% | 1,265 | -5.2% | 0.10% | +9.5% |
| Q3 2013 | $302,000 | +3.1% | 1,335 | -4.3% | 0.10% | -6.9% |
| Q2 2013 | $293,000 | – | 1,395 | – | 0.10% | – |
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% |