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 | $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 ↓ |
|---|---|---|---|
| KLS Professional Advisors Group, LLC | 1,169,912 | $304,832,000 | 56.21% |
| APERIMUS CAPITAL, LLC | 197,058 | $51,345,000 | 33.39% |
| Spectrum Management Group, LLC | 134,196 | $34,966,000 | 21.74% |
| Capstone Financial Advisors, Inc. | 105,235 | $27,420,000 | 19.07% |
| LBA Wealth Management, LLC | 79,236 | $20,646,000 | 16.83% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 52,782 | $13,753,000,000 | 15.92% |
| Sage Advisory Services, Ltd.Co. | 425,377 | $110,836,000 | 13.80% |
| Leonetti & Associates, LLC | 139,846 | $36,438,000 | 12.51% |
| Confluence Wealth Management LLC | 83,028 | $21,634,000 | 12.33% |
| Financial Advisory Group | 77,761 | $20,261,000 | 11.51% |