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 | $7,926,140 | -4.5% | 14,813 | -0.7% | 1.27% | -9.1% |
| Q1 2024 | $8,303,157 | +6.7% | 14,923 | -2.7% | 1.40% | -2.3% |
| Q4 2023 | $7,785,239 | +7.4% | 15,344 | -3.3% | 1.43% | -3.1% |
| Q3 2023 | $7,249,160 | -17.6% | 15,875 | -13.6% | 1.48% | -16.8% |
| Q2 2023 | $8,795,661 | +4.3% | 18,366 | -0.1% | 1.78% | -0.3% |
| Q1 2023 | $8,429,243 | +103300.9% | 18,388 | -0.1% | 1.78% | -0.9% |
| Q4 2022 | $8,152 | -99.9% | 18,410 | +1.5% | 1.80% | -0.4% |
| Q3 2022 | $7,287,000 | -3.0% | 18,143 | -0.2% | 1.81% | +0.4% |
| Q2 2022 | $7,514,000 | -21.1% | 18,171 | -6.4% | 1.80% | -3.9% |
| Q1 2022 | $9,518,000 | -6.0% | 19,406 | -0.8% | 1.87% | -3.2% |
| Q4 2021 | $10,124,000 | +7.3% | 19,557 | -0.4% | 1.93% | -2.7% |
| Q3 2021 | $9,439,000 | -2.9% | 19,629 | -0.9% | 1.99% | -5.7% |
| Q2 2021 | $9,722,000 | +3.0% | 19,801 | -0.1% | 2.10% | -5.2% |
| Q1 2021 | $9,438,000 | +11.7% | 19,827 | -1.5% | 2.22% | +1.1% |
| Q4 2020 | $8,453,000 | +23.0% | 20,131 | -0.7% | 2.20% | +4.3% |
| Q3 2020 | $6,871,000 | -1.3% | 20,281 | -5.5% | 2.10% | -8.2% |
| Q2 2020 | $6,962,000 | +14.7% | 21,457 | -7.1% | 2.29% | -4.3% |
| Q1 2020 | $6,069,000 | -36.1% | 23,086 | -8.8% | 2.40% | -16.1% |
| Q4 2019 | $9,501,000 | +3.5% | 25,311 | -2.8% | 2.86% | -3.5% |
| Q3 2019 | $9,178,000 | -0.2% | 26,040 | +0.4% | 2.96% | -12.0% |
| Q2 2019 | $9,201,000 | +1.1% | 25,946 | -1.6% | 3.36% | -3.8% |
| Q1 2019 | $9,104,000 | +12.7% | 26,358 | -1.3% | 3.49% | -7.3% |
| Q4 2018 | $8,080,000 | +20.2% | 26,697 | +46.0% | 3.77% | +36.6% |
| Q3 2018 | $6,720,000 | -0.8% | 18,288 | -4.1% | 2.76% | -4.4% |
| Q2 2018 | $6,773,000 | -2.2% | 19,077 | -5.8% | 2.89% | -5.8% |
| Q1 2018 | $6,923,000 | -6.3% | 20,258 | -5.3% | 3.06% | -5.0% |
| Q4 2017 | $7,388,000 | +1.4% | 21,389 | -4.2% | 3.22% | -9.0% |
| Q3 2017 | $7,288,000 | +116.7% | 22,335 | +111.0% | 3.54% | +64.8% |
| Q2 2017 | $3,363,000 | -7.0% | 10,587 | -8.5% | 2.15% | -27.5% |
| Q1 2017 | $3,615,000 | -7.1% | 11,572 | -10.2% | 2.97% | -0.1% |
| Q4 2016 | $3,890,000 | +6.6% | 12,892 | -0.3% | 2.97% | -4.5% |
| Q3 2016 | $3,650,000 | +0.7% | 12,932 | -2.9% | 3.11% | -4.2% |
| Q2 2016 | $3,624,000 | -2.3% | 13,312 | -5.7% | 3.25% | -3.9% |
| Q1 2016 | $3,708,000 | +2.0% | 14,114 | -1.4% | 3.38% | +3.7% |
| Q4 2015 | $3,636,000 | – | 14,314 | – | 3.26% | – |
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% |