SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,162,780 | -4.2% | 2,173 | -0.3% | 0.06% | -20.8% |
| Q1 2024 | $1,213,328 | +20.6% | 2,180 | +9.9% | 0.07% | +24.1% |
| Q4 2023 | $1,006,351 | +19.6% | 1,983 | +7.6% | 0.06% | +3.6% |
| Q3 2023 | $841,588 | -4.7% | 1,843 | 0.0% | 0.06% | -11.1% |
| Q2 2023 | $882,631 | +4.5% | 1,843 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $844,850 | +7.4% | 1,843 | +3.8% | 0.06% | -1.5% |
| Q4 2022 | $786,395 | -19.7% | 1,776 | -36.0% | 0.07% | -82.4% |
| Q3 2019 | $979,000 | -0.6% | 2,777 | 0.0% | 0.38% | -4.6% |
| Q2 2019 | $985,000 | +2.7% | 2,777 | 0.0% | 0.39% | -24.1% |
| Q1 2019 | $959,000 | +12.6% | 2,777 | -1.3% | 0.52% | -8.8% |
| Q4 2018 | $852,000 | – | 2,814 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |