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 | $294,533 | -4.7% | 645 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $308,897 | +4.5% | 645 | 0.0% | 0.10% | +16.1% |
| Q1 2023 | $295,674 | +3.5% | 645 | 0.0% | 0.09% | -25.6% |
| Q4 2022 | $285,600 | +10.7% | 645 | 0.0% | 0.12% | +9.3% |
| Q3 2022 | $258,000 | -3.4% | 645 | 0.0% | 0.11% | +10.3% |
| Q2 2022 | $267,000 | -15.2% | 645 | 0.0% | 0.10% | +2.1% |
| Q1 2022 | $315,000 | -5.4% | 645 | 0.0% | 0.10% | +23.4% |
| Q4 2021 | $333,000 | +7.4% | 645 | 0.0% | 0.08% | -18.1% |
| Q3 2021 | $310,000 | -76.6% | 645 | -76.1% | 0.09% | -77.7% |
| Q2 2021 | $1,325,000 | +3.2% | 2,698 | 0.0% | 0.42% | 0.0% |
| Q1 2021 | $1,284,000 | +13.3% | 2,698 | 0.0% | 0.42% | +6.6% |
| Q4 2020 | $1,133,000 | +24.0% | 2,698 | 0.0% | 0.40% | -9.0% |
| Q3 2020 | $914,000 | – | 2,698 | – | 0.43% | – |
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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% |