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 | $90,415 | -6.7% | 198 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $96,875 | +7.6% | 198 | 0.0% | 0.03% | +15.4% |
| Q1 2023 | $90,041 | +2.7% | 198 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $87,672 | -50.2% | 198 | -54.8% | 0.03% | -54.1% |
| Q3 2022 | $176,000 | -2.8% | 438 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $181,000 | -15.8% | 438 | 0.0% | 0.06% | -8.8% |
| Q1 2022 | $215,000 | -5.3% | 438 | 0.0% | 0.07% | -13.9% |
| Q4 2021 | $227,000 | +28.2% | 438 | +18.7% | 0.08% | +14.5% |
| Q3 2021 | $177,000 | +0.6% | 369 | 0.0% | 0.07% | -9.2% |
| Q1 2021 | $176,000 | +34.4% | 369 | 0.0% | 0.08% | -7.3% |
| Q2 2019 | $131,000 | +3.1% | 369 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $127,000 | +13.4% | 369 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $112,000 | -17.6% | 369 | 0.0% | 0.08% | -5.6% |
| Q3 2018 | $136,000 | +3.8% | 369 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $131,000 | +6.5% | 369 | +2.8% | 0.09% | +13.6% |
| Q1 2018 | $123,000 | -1.6% | 359 | 0.0% | 0.08% | +5.2% |
| Q4 2017 | $125,000 | +104.9% | 359 | +91.0% | 0.08% | +87.8% |
| Q3 2017 | $61,000 | +1.7% | 188 | 0.0% | 0.04% | +2.5% |
| Q2 2017 | $60,000 | +1.7% | 188 | 0.0% | 0.04% | -4.8% |
| Q1 2017 | $59,000 | +3.5% | 188 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $57,000 | – | 188 | – | 0.04% | – |
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% |