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 | $545,944 | -11.3% | 1,196 | -7.0% | 0.03% | -7.1% |
| Q2 2023 | $615,671 | +4.5% | 1,286 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $589,317 | +3.5% | 1,286 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $569,236 | +17.6% | 1,286 | +6.6% | 0.03% | +6.9% |
| Q3 2022 | $484,000 | -2.8% | 1,206 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $498,000 | -22.2% | 1,206 | -7.7% | 0.03% | -12.5% |
| Q1 2022 | $640,000 | +2.6% | 1,306 | +8.3% | 0.03% | +3.2% |
| Q4 2021 | $624,000 | +17.3% | 1,206 | +9.0% | 0.03% | +34.8% |
| Q3 2021 | $532,000 | +6.6% | 1,106 | +8.9% | 0.02% | -14.8% |
| Q2 2021 | $499,000 | +3.3% | 1,016 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $483,000 | +13.4% | 1,016 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $426,000 | +13.9% | 1,016 | -8.1% | 0.03% | +45.0% |
| Q3 2020 | $374,000 | +13.3% | 1,106 | +8.9% | 0.02% | -31.0% |
| Q2 2020 | $330,000 | +23.6% | 1,016 | 0.0% | 0.03% | -39.6% |
| Q1 2020 | $267,000 | -8.6% | 1,016 | +30.6% | 0.05% | -5.9% |
| Q4 2019 | $292,000 | +6.6% | 778 | 0.0% | 0.05% | -13.6% |
| Q3 2019 | $274,000 | -0.7% | 778 | 0.0% | 0.06% | -7.8% |
| Q2 2019 | $276,000 | -8.9% | 778 | -11.4% | 0.06% | -11.1% |
| Q1 2019 | $303,000 | +13.9% | 878 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $266,000 | +22.0% | 878 | +47.8% | 0.07% | +39.2% |
| Q3 2018 | $218,000 | +1.4% | 594 | -2.1% | 0.05% | -15.0% |
| Q2 2018 | $215,000 | -12.6% | 607 | -15.6% | 0.06% | -17.8% |
| Q1 2018 | $246,000 | -0.8% | 719 | 0.0% | 0.07% | -2.7% |
| Q4 2017 | $248,000 | – | 719 | – | 0.08% | – |
Download | ||||||
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% |