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 | $364,855 | -4.7% | 799 | 0.0% | 0.07% | +6.0% |
| Q2 2023 | $382,649 | +4.5% | 799 | 0.0% | 0.07% | -6.9% |
| Q1 2023 | $366,270 | -1.6% | 799 | -5.0% | 0.07% | -8.9% |
| Q4 2022 | $372,224 | -33.8% | 841 | -39.9% | 0.08% | -28.2% |
| Q3 2022 | $562,000 | +93.8% | 1,400 | +100.0% | 0.11% | +279.3% |
| Q2 2022 | $290,000 | -15.9% | 700 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $345,000 | -5.0% | 700 | 0.0% | 0.03% | +3.4% |
| Q4 2021 | $363,000 | +7.4% | 700 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $338,000 | -51.0% | 700 | -50.0% | 0.03% | -9.1% |
| Q2 2021 | $690,000 | +106.6% | 1,400 | +100.0% | 0.03% | -2.9% |
| Q1 2021 | $334,000 | +13.2% | 700 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $295,000 | +9.7% | 700 | 0.0% | 0.03% | +3.0% |
| Q3 2020 | $269,000 | -92.6% | 700 | -94.9% | 0.03% | -95.8% |
| Q1 2020 | $3,647,000 | – | 13,814 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |