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 | $699,118 | -3.8% | 1,307 | 0.0% | 0.03% | -3.7% |
| Q1 2024 | $726,974 | +20.9% | 1,307 | +10.2% | 0.03% | +12.5% |
| Q4 2023 | $601,533 | +10.2% | 1,186 | -0.8% | 0.02% | -7.7% |
| 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 | 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% |