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 | $262,568 | -4.7% | 575 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $275,373 | +4.5% | 575 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $263,586 | -3.8% | 575 | -7.1% | 0.02% | -15.0% |
| Q4 2022 | $274,087 | +10.1% | 619 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $249,000 | -2.7% | 619 | 0.0% | 0.02% | -8.7% |
| Q2 2022 | $256,000 | -28.3% | 619 | -15.0% | 0.02% | -23.3% |
| Q1 2022 | $357,000 | +19.8% | 728 | +26.6% | 0.03% | +15.4% |
| Q4 2021 | $298,000 | +24.2% | 575 | +15.0% | 0.03% | 0.0% |
| Q3 2021 | $240,000 | -2.4% | 500 | 0.0% | 0.03% | -25.7% |
| Q2 2021 | $246,000 | +3.4% | 500 | 0.0% | 0.04% | -14.6% |
| Q1 2021 | $238,000 | +8.2% | 500 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $220,000 | -9.8% | 500 | -23.0% | 0.04% | -21.2% |
| Q4 2019 | $244,000 | +6.6% | 649 | 0.0% | 0.05% | -5.5% |
| Q3 2019 | $229,000 | -0.4% | 649 | 0.0% | 0.06% | -1.8% |
| Q2 2019 | $230,000 | +2.7% | 649 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $224,000 | – | 649 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KLS Professional Advisors Group, LLC | 1,169,912 | $304,832,000 | 56.21% |
| APERIMUS CAPITAL, LLC | 197,058 | $51,345,000 | 33.39% |
| Spectrum Management Group, LLC | 134,196 | $34,966,000 | 21.74% |
| Capstone Financial Advisors, Inc. | 105,235 | $27,420,000 | 19.07% |
| LBA Wealth Management, LLC | 79,236 | $20,646,000 | 16.83% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 52,782 | $13,753,000,000 | 15.92% |
| Sage Advisory Services, Ltd.Co. | 425,377 | $110,836,000 | 13.80% |
| Leonetti & Associates, LLC | 139,846 | $36,438,000 | 12.51% |
| Confluence Wealth Management LLC | 83,028 | $21,634,000 | 12.33% |
| Financial Advisory Group | 77,761 | $20,261,000 | 11.51% |