SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,491 | -28.8% | 842 | -25.3% | 0.08% | -21.6% |
| Q2 2023 | $539,732 | +13.1% | 1,127 | +8.3% | 0.10% | +5.2% |
| Q1 2023 | $477,205 | +105.7% | 1,041 | +85.6% | 0.10% | +106.4% |
| Q2 2022 | $232,000 | -15.6% | 561 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $275,000 | -5.2% | 561 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $290,000 | +7.4% | 561 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $270,000 | -1.8% | 561 | 0.0% | 0.05% | -4.0% |
| Q2 2021 | $275,000 | +3.0% | 561 | 0.0% | 0.05% | -18.0% |
| Q1 2021 | $267,000 | +337.7% | 561 | +284.2% | 0.06% | +306.7% |
| Q4 2020 | $61,000 | +24.5% | 146 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $49,000 | +4.3% | 146 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $47,000 | +23.7% | 146 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $38,000 | -25.5% | 146 | +7.4% | 0.02% | -10.5% |
| Q4 2019 | $51,000 | +363.6% | 136 | +353.3% | 0.02% | +280.0% |
| Q3 2019 | $11,000 | -70.3% | 30 | -71.7% | 0.01% | -82.1% |
| Q4 2017 | $37,000 | – | 106 | – | 0.03% | – |
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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% |