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 | $3,093,833 | +0.6% | 5,782 | +4.6% | 0.03% | -5.7% |
| Q1 2024 | $3,075,223 | +2.9% | 5,527 | -6.1% | 0.04% | -5.4% |
| Q4 2023 | $2,987,540 | +10.9% | 5,888 | -0.2% | 0.04% | -5.1% |
| 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 | 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% |