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 | $518,676 | +6.4% | 1,136 | +11.6% | 0.03% | +4.0% |
| Q2 2023 | $487,460 | +4.5% | 1,018 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $466,594 | +4.0% | 1,018 | +0.5% | 0.03% | -3.6% |
| Q4 2022 | $448,481 | +22.2% | 1,013 | +11.0% | 0.03% | 0.0% |
| Q3 2022 | $367,000 | +56.8% | 913 | +91.0% | 0.03% | +55.6% |
| Q1 2022 | $234,000 | -6.4% | 478 | -0.8% | 0.02% | 0.0% |
| Q4 2021 | $250,000 | -21.6% | 482 | -27.4% | 0.02% | -30.8% |
| Q3 2021 | $319,000 | -80.9% | 664 | -80.5% | 0.03% | -75.5% |
| Q2 2021 | $1,674,000 | +450.7% | 3,409 | +434.3% | 0.11% | +381.8% |
| Q1 2021 | $304,000 | +985.7% | 638 | +650.6% | 0.02% | +175.0% |
| Q1 2018 | $28,000 | -15.2% | 85 | -8.6% | 0.01% | -11.1% |
| Q4 2017 | $33,000 | +175.0% | 93 | +165.7% | 0.01% | +80.0% |
| Q3 2017 | $12,000 | -85.0% | 35 | 0.0% | 0.01% | -87.2% |
| Q2 2017 | $80,000 | +627.3% | 35 | 0.0% | 0.04% | +457.1% |
| Q1 2017 | $11,000 | 0.0% | 35 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $11,000 | – | 35 | – | 0.01% | – |
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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% |