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 | $559,947 | -3.8% | 1,046 | 0.0% | 0.05% | -7.7% |
Q1 2024 | $582,176 | +9.7% | 1,046 | 0.0% | 0.05% | +4.0% |
Q4 2023 | $530,737 | +10.6% | 1,046 | -0.5% | 0.05% | -2.0% |
Q3 2023 | $479,811 | -4.6% | 1,051 | +0.1% | 0.05% | -20.3% |
Q2 2023 | $503,091 | +4.5% | 1,050 | 0.0% | 0.06% | +23.1% |
Q1 2023 | $481,459 | +3.6% | 1,050 | 0.0% | 0.05% | -1.9% |
Q4 2022 | $464,930 | +11.0% | 1,050 | +0.6% | 0.05% | +12.8% |
Q3 2022 | $419,000 | -3.0% | 1,044 | 0.0% | 0.05% | +4.4% |
Q2 2022 | $432,000 | -15.6% | 1,044 | 0.0% | 0.04% | -6.2% |
Q1 2022 | $512,000 | -5.2% | 1,044 | 0.0% | 0.05% | -4.0% |
Q4 2021 | $540,000 | +7.6% | 1,044 | 0.0% | 0.05% | +6.4% |
Q3 2021 | $502,000 | -10.7% | 1,044 | -8.7% | 0.05% | -11.3% |
Q2 2021 | $562,000 | +13.1% | 1,144 | +9.6% | 0.05% | +1.9% |
Q1 2021 | $497,000 | +13.5% | 1,044 | 0.0% | 0.05% | +4.0% |
Q4 2020 | $438,000 | +23.7% | 1,044 | 0.0% | 0.05% | +4.2% |
Q3 2020 | $354,000 | +2.3% | 1,044 | -2.0% | 0.05% | -5.9% |
Q2 2020 | $346,000 | +26.3% | 1,065 | +2.0% | 0.05% | +6.2% |
Q1 2020 | $274,000 | -32.5% | 1,044 | -3.4% | 0.05% | -29.4% |
Q4 2019 | $406,000 | +6.8% | 1,081 | +0.3% | 0.07% | -1.4% |
Q3 2019 | $380,000 | 0.0% | 1,078 | +0.5% | 0.07% | -2.8% |
Q2 2019 | $380,000 | -5.7% | 1,073 | -8.0% | 0.07% | -10.1% |
Q1 2019 | $403,000 | +14.2% | 1,166 | -0.1% | 0.08% | -2.5% |
Q4 2018 | $353,000 | -35.1% | 1,167 | -21.1% | 0.08% | -34.7% |
Q3 2018 | $544,000 | +3.6% | 1,479 | 0.0% | 0.12% | -12.1% |
Q2 2018 | $525,000 | +4.0% | 1,479 | 0.0% | 0.14% | -3.4% |
Q1 2018 | $505,000 | -1.2% | 1,479 | 0.0% | 0.15% | +9.0% |
Q4 2017 | $511,000 | +5.8% | 1,479 | 0.0% | 0.13% | -0.7% |
Q3 2017 | $483,000 | +23.8% | 1,479 | +20.3% | 0.14% | +16.4% |
Q2 2017 | $390,000 | +0.5% | 1,229 | -1.1% | 0.12% | -3.3% |
Q1 2017 | $388,000 | +3.2% | 1,243 | -0.2% | 0.12% | +8.1% |
Q4 2016 | $376,000 | +45.7% | 1,246 | +36.2% | 0.11% | +32.1% |
Q3 2016 | $258,000 | +3.6% | 915 | 0.0% | 0.08% | -8.7% |
Q2 2016 | $249,000 | +3.8% | 915 | 0.0% | 0.09% | -25.2% |
Q1 2016 | $240,000 | +3.4% | 915 | +0.1% | 0.12% | +6.0% |
Q4 2015 | $232,000 | +1.8% | 914 | 0.0% | 0.12% | -11.5% |
Q3 2015 | $228,000 | -8.8% | 914 | 0.0% | 0.13% | +4.8% |
Q2 2015 | $250,000 | -3.1% | 914 | -1.6% | 0.12% | -5.3% |
Q1 2015 | $258,000 | +5.3% | 929 | 0.0% | 0.13% | +2.3% |
Q4 2014 | $245,000 | -8.6% | 929 | -13.7% | 0.13% | -16.2% |
Q3 2014 | $268,000 | +10.7% | 1,076 | +15.8% | 0.15% | +10.8% |
Q2 2014 | $242,000 | +3.9% | 929 | 0.0% | 0.14% | -12.0% |
Q1 2014 | $233,000 | +2.6% | 929 | 0.0% | 0.16% | +17.0% |
Q4 2013 | $227,000 | – | 929 | – | 0.14% | – |
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% |