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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $13,910 | +9.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $12,685 | +11.1% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,416 | -4.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,973 | +4.5% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,460 | +282.0% | 25 | +177.8% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | +50.0% | 9 | +28.6% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | – | 7 | – | 0.00% | – |
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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% |