SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,695,089 | -0.8% | 5,902 | +4.0% | 0.04% | 0.0% |
| Q2 2023 | $2,716,856 | +4.2% | 5,673 | -0.2% | 0.04% | -7.1% |
| Q1 2023 | $2,606,978 | -4.2% | 5,687 | -7.5% | 0.04% | -10.6% |
| Q4 2022 | $2,721,830 | -12.5% | 6,147 | -20.6% | 0.05% | -23.0% |
| Q3 2022 | $3,109,000 | -6.4% | 7,740 | -3.7% | 0.06% | -3.2% |
| Q2 2022 | $3,322,000 | -15.0% | 8,035 | +0.9% | 0.06% | -1.6% |
| Q1 2022 | $3,907,000 | -9.7% | 7,966 | -4.7% | 0.06% | -5.9% |
| Q4 2021 | $4,327,000 | +7.2% | 8,358 | -0.4% | 0.07% | -1.4% |
| Q3 2021 | $4,036,000 | -3.0% | 8,392 | -0.9% | 0.07% | -4.2% |
| Q2 2021 | $4,160,000 | -17.9% | 8,472 | -20.5% | 0.07% | -32.7% |
| Q1 2021 | $5,070,000 | +10.5% | 10,651 | -2.5% | 0.11% | +2.9% |
| Q4 2020 | $4,589,000 | +22.2% | 10,929 | -1.3% | 0.10% | +7.2% |
| Q3 2020 | $3,754,000 | +0.5% | 11,078 | -3.8% | 0.10% | -10.2% |
| Q2 2020 | $3,737,000 | +16.0% | 11,515 | -6.1% | 0.11% | -6.9% |
| Q1 2020 | $3,222,000 | -31.6% | 12,258 | -2.3% | 0.12% | -15.9% |
| Q4 2019 | $4,709,000 | – | 12,544 | – | 0.14% | – |
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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% |