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 | $427,529 | -3.8% | 799 | 0.0% | 0.07% | -6.6% |
| Q1 2024 | $444,564 | +9.7% | 799 | 0.0% | 0.08% | +1.3% |
| Q4 2023 | $405,397 | +11.1% | 799 | 0.0% | 0.08% | +5.6% |
| 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 | 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% |