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 | $6,600,596 | -5.3% | 14,455 | -0.7% | 2.24% | -2.2% |
| Q2 2023 | $6,969,412 | +4.8% | 14,553 | +0.3% | 2.29% | 0.0% |
| Q1 2023 | $6,649,281 | +12.6% | 14,505 | -1.4% | 2.29% | -0.8% |
| Q3 2022 | $5,907,000 | -3.2% | 14,706 | -0.4% | 2.31% | -8.2% |
| Q2 2022 | $6,104,000 | -16.1% | 14,762 | -0.5% | 2.52% | -3.2% |
| Q1 2022 | $7,275,000 | -6.6% | 14,833 | -1.4% | 2.60% | -17.1% |
| Q4 2021 | $7,790,000 | +3.2% | 15,049 | -4.1% | 3.14% | -4.7% |
| Q3 2021 | $7,549,000 | -8.6% | 15,699 | -6.7% | 3.29% | -8.7% |
| Q2 2021 | $8,263,000 | +2.7% | 16,829 | -0.4% | 3.60% | -6.3% |
| Q1 2021 | $8,043,000 | +11.0% | 16,896 | -2.1% | 3.85% | +43.5% |
| Q4 2020 | $7,246,000 | +21.9% | 17,256 | -1.6% | 2.68% | +9.0% |
| Q3 2020 | $5,943,000 | +4.1% | 17,539 | -0.3% | 2.46% | -12.5% |
| Q2 2020 | $5,708,000 | +22.6% | 17,592 | -0.6% | 2.81% | -4.5% |
| Q1 2020 | $4,654,000 | -32.9% | 17,703 | -4.3% | 2.94% | -3.5% |
| Q4 2019 | $6,941,000 | +4.6% | 18,492 | -1.8% | 3.05% | -6.1% |
| Q3 2019 | $6,637,000 | -2.3% | 18,830 | -1.7% | 3.25% | -6.7% |
| Q2 2019 | $6,793,000 | -3.4% | 19,159 | -5.9% | 3.48% | -8.0% |
| Q1 2019 | $7,032,000 | +9.2% | 20,360 | -4.3% | 3.78% | +9.3% |
| Q4 2018 | $6,439,000 | -17.6% | 21,273 | +0.1% | 3.46% | -9.1% |
| Q3 2018 | $7,810,000 | +3.8% | 21,254 | +0.3% | 3.81% | -13.8% |
| Q2 2018 | $7,526,000 | +4.9% | 21,198 | +1.0% | 4.42% | +1.1% |
| Q1 2018 | $7,172,000 | -2.8% | 20,987 | -1.8% | 4.37% | -3.3% |
| Q4 2017 | $7,380,000 | +6.0% | 21,366 | +0.2% | 4.52% | +1.3% |
| Q3 2017 | $6,959,000 | +0.9% | 21,325 | -1.8% | 4.46% | -3.6% |
| Q2 2017 | $6,897,000 | +2.9% | 21,715 | +1.2% | 4.63% | -1.5% |
| Q1 2017 | $6,701,000 | -3.3% | 21,449 | -6.6% | 4.70% | -10.9% |
| Q4 2016 | $6,931,000 | – | 22,972 | – | 5.27% | – |
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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% |