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 | $1,230,745 | +8.6% | 2,300 | +12.9% | 0.04% | +2.6% |
| Q1 2024 | $1,133,396 | +239.1% | 2,037 | +201.8% | 0.04% | +216.7% |
| Q4 2023 | $334,199 | +2.1% | 675 | -5.9% | 0.01% | -20.0% |
| 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 | 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% |