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 | $350,477 | -9.8% | 655 | -6.2% | 0.01% | -12.5% |
| Q1 2024 | $388,367 | +9.7% | 698 | 0.0% | 0.01% | -71.4% |
| Q4 2023 | $354,151 | +11.1% | 698 | 0.0% | 0.03% | +3.7% |
| Q3 2023 | $318,735 | -6.0% | 698 | -1.4% | 0.03% | -3.6% |
| Q2 2023 | $339,068 | +4.0% | 708 | -0.4% | 0.03% | -3.4% |
| Q1 2023 | $325,930 | +3.5% | 711 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $314,824 | +10.1% | 711 | 0.0% | 0.03% | +7.1% |
| Q3 2022 | $286,000 | -2.7% | 711 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $294,000 | -14.5% | 711 | +1.4% | 0.03% | 0.0% |
| Q1 2022 | $344,000 | -5.2% | 701 | 0.0% | 0.03% | +8.3% |
| Q4 2021 | $363,000 | +7.7% | 701 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $337,000 | -2.0% | 701 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $344,000 | +3.0% | 701 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $334,000 | +13.6% | 701 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $294,000 | +23.5% | 701 | 0.0% | 0.02% | +8.7% |
| Q3 2020 | $238,000 | +4.8% | 701 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $227,000 | -11.0% | 701 | +3.2% | 0.02% | -11.1% |
| Q4 2019 | $255,000 | +6.7% | 679 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $239,000 | -20.3% | 679 | -19.8% | 0.03% | -20.0% |
| Q2 2019 | $300,000 | +6.4% | 847 | +3.8% | 0.04% | -2.8% |
| Q1 2019 | $282,000 | +14.2% | 816 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $247,000 | -5.7% | 816 | +14.4% | 0.04% | +16.1% |
| Q3 2018 | $262,000 | +3.6% | 713 | 0.0% | 0.03% | -6.1% |
| Q2 2018 | $253,000 | +3.7% | 713 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $244,000 | -0.8% | 713 | 0.0% | 0.03% | +6.7% |
| Q4 2017 | $246,000 | +5.6% | 713 | 0.0% | 0.03% | +7.1% |
| Q3 2017 | $233,000 | +3.1% | 713 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $226,000 | +1.3% | 713 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $223,000 | – | 713 | – | 0.03% | – |
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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% |