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 | $327,411 | +0.5% | 717 | +5.4% | 0.02% | -11.8% |
| Q2 2023 | $325,659 | +48.0% | 680 | +51.4% | 0.02% | +13.3% |
| Q1 2022 | $220,000 | -8.3% | 449 | -3.2% | 0.02% | -11.8% |
| Q4 2021 | $240,000 | +18.8% | 464 | +12.9% | 0.02% | +6.2% |
| Q2 2021 | $202,000 | -8.2% | 411 | -34.2% | 0.02% | -52.9% |
| Q3 2019 | $220,000 | -0.9% | 625 | 0.0% | 0.03% | -5.6% |
| Q2 2019 | $222,000 | +9.4% | 625 | +9.3% | 0.04% | -21.7% |
| Q2 2018 | $203,000 | – | 572 | – | 0.05% | – |
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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% |