SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,150 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $271,821 | -3.8% | 508 | 0.0% | 0.03% | -6.5% |
| Q1 2024 | $282,651 | +5.7% | 508 | -3.6% | 0.03% | 0.0% |
| Q4 2023 | $267,389 | +15.3% | 527 | +3.7% | 0.03% | +6.9% |
| Q3 2023 | $231,973 | -4.7% | 508 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $243,286 | +4.5% | 508 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $232,872 | +3.5% | 508 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $224,937 | +10.3% | 508 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $204,000 | -4.2% | 508 | -1.4% | 0.03% | -3.1% |
| Q2 2022 | $213,000 | -14.5% | 515 | +1.4% | 0.03% | -5.9% |
| Q1 2022 | $249,000 | -5.3% | 508 | 0.0% | 0.03% | -5.6% |
| Q4 2021 | $263,000 | +7.8% | 508 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $244,000 | -0.4% | 508 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $245,000 | +1.2% | 508 | 0.0% | 0.04% | -5.1% |
| Q1 2021 | $242,000 | +13.6% | 508 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $213,000 | – | 508 | – | 0.04% | – |
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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% |