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 | $4,177 | -6.1% | 7,806 | -2.4% | 0.29% | -7.3% |
| Q1 2024 | $4,450 | +8.5% | 7,998 | -1.0% | 0.31% | +1.9% |
| Q4 2023 | $4,100 | +11.4% | 8,082 | +0.3% | 0.31% | -1.9% |
| Q3 2023 | $3,681 | -9.2% | 8,061 | -4.8% | 0.31% | +2.3% |
| Q2 2023 | $4,054 | +0.3% | 8,465 | -4.0% | 0.31% | -5.8% |
| Q1 2023 | $4,042 | +8.2% | 8,818 | +4.5% | 0.33% | -3.3% |
| Q4 2022 | $3,737 | -99.9% | 8,440 | -2.9% | 0.34% | -18.4% |
| Q3 2022 | $3,492,000 | -2.6% | 8,694 | +0.3% | 0.41% | +1.0% |
| Q2 2022 | $3,586,000 | -15.7% | 8,672 | -0.1% | 0.41% | -2.9% |
| Q1 2022 | $4,256,000 | -5.1% | 8,678 | +0.1% | 0.42% | -2.5% |
| Q4 2021 | $4,486,000 | +7.8% | 8,666 | +0.2% | 0.43% | -0.7% |
| Q3 2021 | $4,160,000 | -3.4% | 8,650 | -1.3% | 0.44% | -0.9% |
| Q2 2021 | $4,305,000 | +3.2% | 8,768 | +0.1% | 0.44% | -4.8% |
| Q1 2021 | $4,170,000 | +8.9% | 8,759 | -3.9% | 0.46% | -2.7% |
| Q4 2020 | $3,829,000 | +23.2% | 9,118 | -0.6% | 0.47% | +12.6% |
| Q3 2020 | $3,107,000 | -3.9% | 9,170 | -8.0% | 0.42% | -9.9% |
| Q2 2020 | $3,234,000 | +22.1% | 9,968 | -1.1% | 0.47% | +12.3% |
| Q1 2020 | $2,648,000 | -30.3% | 10,074 | -0.5% | 0.42% | -21.2% |
| Q4 2019 | $3,800,000 | -2.4% | 10,126 | -8.3% | 0.53% | -0.8% |
| Q3 2019 | $3,893,000 | -0.6% | 11,043 | 0.0% | 0.53% | -1.8% |
| Q2 2019 | $3,916,000 | -48.9% | 11,043 | -50.2% | 0.54% | +4.8% |
| Q1 2019 | $7,662,000 | – | 22,184 | – | 0.52% | – |
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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% |