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 | $23,754,655 | -4.4% | 44,395 | -0.6% | 1.60% | -6.8% |
Q1 2024 | $24,841,037 | +7.7% | 44,646 | -1.8% | 1.72% | +1.8% |
Q4 2023 | $23,060,357 | +10.4% | 45,450 | -0.7% | 1.69% | +0.2% |
Q3 2023 | $20,890,720 | -5.4% | 45,749 | -0.8% | 1.69% | -5.2% |
Q2 2023 | $22,077,201 | +4.3% | 46,099 | -0.2% | 1.78% | -2.2% |
Q1 2023 | $21,167,562 | +3.2% | 46,176 | -0.3% | 1.82% | +1.3% |
Q4 2022 | $20,514,014 | +10.0% | 46,329 | -0.2% | 1.80% | -1.7% |
Q3 2022 | $18,652,000 | -1.4% | 46,438 | +1.5% | 1.83% | -1.0% |
Q2 2022 | $18,922,000 | -14.1% | 45,762 | +1.9% | 1.85% | -1.2% |
Q1 2022 | $22,034,000 | -4.5% | 44,927 | +0.8% | 1.87% | -5.6% |
Q4 2021 | $23,078,000 | +7.5% | 44,579 | -0.1% | 1.98% | -1.1% |
Q3 2021 | $21,462,000 | -2.6% | 44,630 | -0.5% | 2.00% | -5.1% |
Q2 2021 | $22,032,000 | +1.3% | 44,872 | -1.8% | 2.11% | -6.1% |
Q1 2021 | $21,757,000 | +10.1% | 45,704 | -2.9% | 2.25% | -1.3% |
Q4 2020 | $19,759,000 | +23.5% | 47,054 | -0.3% | 2.28% | +5.9% |
Q3 2020 | $15,997,000 | +3.7% | 47,211 | -0.6% | 2.15% | -8.7% |
Q2 2020 | $15,419,000 | +21.9% | 47,518 | -1.2% | 2.36% | -8.6% |
Q1 2020 | $12,648,000 | -31.8% | 48,113 | -2.7% | 2.58% | -15.0% |
Q4 2019 | $18,558,000 | +6.0% | 49,437 | -0.5% | 3.04% | -3.1% |
Q3 2019 | $17,509,000 | -0.6% | 49,676 | +0.0% | 3.14% | -4.2% |
Q2 2019 | $17,611,000 | +2.4% | 49,665 | -0.3% | 3.27% | -2.4% |
Q1 2019 | $17,198,000 | +14.2% | 49,792 | +0.1% | 3.35% | -1.1% |
Q4 2018 | $15,062,000 | -17.5% | 49,762 | +0.1% | 3.39% | -9.3% |
Q3 2018 | $18,268,000 | +3.2% | 49,713 | -0.3% | 3.74% | -1.8% |
Q2 2018 | $17,698,000 | +3.3% | 49,850 | -0.5% | 3.81% | -0.8% |
Q1 2018 | $17,126,000 | -0.8% | 50,115 | +0.2% | 3.84% | +1.7% |
Q4 2017 | $17,270,000 | +5.2% | 49,999 | -0.6% | 3.78% | -6.6% |
Q3 2017 | $16,419,000 | +2.5% | 50,315 | -0.2% | 4.04% | -5.4% |
Q2 2017 | $16,012,000 | -1.8% | 50,411 | -3.4% | 4.27% | -5.6% |
Q1 2017 | $16,308,000 | +2.6% | 52,200 | -0.9% | 4.52% | -6.2% |
Q4 2016 | $15,889,000 | +0.3% | 52,660 | -6.1% | 4.82% | +1.1% |
Q3 2016 | $15,835,000 | +5.4% | 56,098 | +1.6% | 4.77% | -1.9% |
Q2 2016 | $15,024,000 | +4.7% | 55,190 | +1.0% | 4.86% | -5.5% |
Q1 2016 | $14,355,000 | +19.9% | 54,639 | +16.0% | 5.14% | +14.9% |
Q4 2015 | $11,968,000 | +2.5% | 47,110 | +0.4% | 4.48% | -2.3% |
Q3 2015 | $11,677,000 | -9.2% | 46,919 | -0.3% | 4.58% | -9.5% |
Q2 2015 | $12,860,000 | -2.0% | 47,072 | -0.5% | 5.06% | -6.2% |
Q1 2015 | $13,121,000 | +3.5% | 47,329 | -1.5% | 5.40% | +2.4% |
Q4 2014 | $12,679,000 | – | 48,032 | – | 5.27% | – |
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% |