SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,597,981 | 0.0% | 2,872 | 0.0% | 0.57% | 0.0% |
Q1 2024 | $1,597,981 | +8.0% | 2,872 | -1.5% | 0.57% | +0.5% |
Q4 2023 | $1,480,027 | +11.2% | 2,917 | +0.1% | 0.57% | +2.0% |
Q3 2023 | $1,331,106 | -4.5% | 2,915 | +0.2% | 0.56% | -11.0% |
Q2 2023 | $1,393,149 | +0.5% | 2,909 | -3.8% | 0.63% | -1.7% |
Q1 2023 | $1,386,232 | -6.2% | 3,024 | -9.4% | 0.64% | -10.4% |
Q4 2022 | $1,478,476 | +9.5% | 3,339 | -0.7% | 0.71% | -20.6% |
Q3 2022 | $1,350,000 | -4.2% | 3,362 | -1.3% | 0.90% | +16.5% |
Q2 2022 | $1,409,000 | -15.8% | 3,408 | -0.1% | 0.77% | -13.7% |
Q1 2022 | $1,673,000 | -12.2% | 3,412 | -7.3% | 0.89% | -20.3% |
Q4 2021 | $1,905,000 | +6.5% | 3,680 | -1.0% | 1.12% | +7.1% |
Q3 2021 | $1,788,000 | -3.0% | 3,719 | -1.0% | 1.04% | -5.6% |
Q2 2021 | $1,844,000 | +1.0% | 3,756 | -2.1% | 1.11% | -12.6% |
Q1 2021 | $1,826,000 | +17.4% | 3,836 | +3.6% | 1.27% | +11.0% |
Q4 2020 | $1,555,000 | +20.8% | 3,703 | -2.5% | 1.14% | +6.0% |
Q3 2020 | $1,287,000 | +4.2% | 3,799 | -0.2% | 1.08% | -5.7% |
Q2 2020 | $1,235,000 | +23.5% | 3,805 | +0.0% | 1.14% | -8.7% |
Q1 2020 | $1,000,000 | -31.2% | 3,804 | -1.8% | 1.25% | -7.5% |
Q4 2019 | $1,453,000 | +4.8% | 3,872 | -1.6% | 1.35% | -4.0% |
Q3 2019 | $1,386,000 | -7.0% | 3,933 | -6.5% | 1.41% | +5.8% |
Q2 2019 | $1,491,000 | -5.1% | 4,205 | -7.6% | 1.33% | -12.3% |
Q1 2019 | $1,571,000 | +9.4% | 4,549 | -4.1% | 1.52% | +0.1% |
Q4 2018 | $1,436,000 | -27.0% | 4,744 | -14.4% | 1.52% | -17.7% |
Q2 2018 | $1,966,000 | 0.0% | 5,539 | -3.7% | 1.84% | -9.7% |
Q1 2018 | $1,966,000 | -2.3% | 5,753 | -1.2% | 2.04% | -11.4% |
Q4 2017 | $2,012,000 | -18.6% | 5,824 | -25.2% | 2.30% | -30.2% |
Q2 2017 | $2,471,000 | -19.2% | 7,781 | -20.6% | 3.30% | -17.2% |
Q1 2017 | $3,060,000 | -9.1% | 9,796 | -12.2% | 3.99% | -45.0% |
Q4 2016 | $3,368,000 | -5.2% | 11,161 | -12.4% | 7.26% | +41.6% |
Q3 2016 | $3,553,000 | -7.5% | 12,734 | -9.7% | 5.13% | -7.5% |
Q2 2016 | $3,840,000 | -0.9% | 14,104 | -4.4% | 5.54% | -10.0% |
Q1 2016 | $3,874,000 | +282.8% | 14,746 | +269.9% | 6.16% | +520.4% |
Q4 2015 | $1,012,000 | -48.8% | 3,987 | -49.8% | 0.99% | -46.6% |
Q3 2015 | $1,978,000 | -10.0% | 7,947 | -1.2% | 1.86% | -24.6% |
Q2 2015 | $2,197,000 | -4.5% | 8,041 | -3.1% | 2.46% | -3.8% |
Q1 2015 | $2,301,000 | +0.0% | 8,298 | -4.8% | 2.56% | -7.9% |
Q4 2014 | $2,300,000 | +2.4% | 8,713 | -3.3% | 2.78% | -1.0% |
Q3 2014 | $2,247,000 | -4.8% | 9,012 | -0.5% | 2.81% | -13.3% |
Q2 2014 | $2,360,000 | -2.7% | 9,059 | -6.4% | 3.24% | -4.4% |
Q1 2014 | $2,425,000 | +0.6% | 9,678 | -2.0% | 3.39% | +1.5% |
Q4 2013 | $2,411,000 | – | 9,873 | – | 3.34% | – |
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% |