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 | $1,571,527 | -0.4% | 3,442 | +4.5% | 0.14% | +17.5% |
| Q2 2023 | $1,577,844 | +3.4% | 3,295 | -1.0% | 0.12% | -6.2% |
| Q1 2023 | $1,526,013 | +13.3% | 3,329 | +9.5% | 0.13% | -3.0% |
| Q4 2022 | $1,346,550 | +2.3% | 3,041 | -7.2% | 0.13% | -12.0% |
| Q3 2022 | $1,316,000 | -4.4% | 3,277 | -1.5% | 0.15% | -3.8% |
| Q2 2022 | $1,376,000 | -18.1% | 3,328 | -2.8% | 0.16% | -7.1% |
| Q1 2022 | $1,680,000 | -23.3% | 3,425 | -19.0% | 0.17% | -22.2% |
| Q4 2021 | $2,190,000 | -6.5% | 4,230 | -13.1% | 0.22% | -16.6% |
| Q3 2021 | $2,342,000 | -2.3% | 4,869 | -0.2% | 0.26% | -5.5% |
| Q2 2021 | $2,396,000 | -1.1% | 4,880 | -4.1% | 0.27% | -11.6% |
| Q1 2021 | $2,422,000 | +18.1% | 5,088 | +4.2% | 0.31% | -10.7% |
| Q4 2020 | $2,050,000 | +16.1% | 4,881 | -0.7% | 0.35% | +2.4% |
| Q3 2020 | $1,765,000 | +3.5% | 4,915 | -6.9% | 0.34% | -11.7% |
| Q2 2020 | $1,705,000 | +25.9% | 5,279 | +8.7% | 0.38% | +5.5% |
| Q1 2020 | $1,354,000 | -43.8% | 4,857 | -24.7% | 0.36% | -38.4% |
| Q4 2019 | $2,408,000 | +84.0% | 6,446 | +67.9% | 0.59% | +63.7% |
| Q3 2019 | $1,309,000 | -17.2% | 3,839 | -12.2% | 0.36% | -15.9% |
| Q2 2019 | $1,580,000 | -2.0% | 4,373 | -2.6% | 0.43% | -12.6% |
| Q1 2019 | $1,612,000 | +1.6% | 4,490 | -2.9% | 0.49% | -1.2% |
| Q4 2018 | $1,586,000 | +96.5% | 4,625 | +92.2% | 0.50% | -20.6% |
| Q3 2018 | $807,000 | +11.8% | 2,406 | +18.3% | 0.63% | -1.7% |
| Q2 2018 | $722,000 | +4.3% | 2,033 | +0.4% | 0.64% | -2.9% |
| Q1 2018 | $692,000 | +11.4% | 2,024 | +12.5% | 0.66% | +0.8% |
| Q4 2017 | $621,000 | – | 1,799 | – | 0.65% | – |
Download | ||||||
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% |