SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,123 | -3.8% | 32 | 0.0% | 0.00% | -20.0% |
| Q1 2024 | $17,805 | -79.8% | 32 | -83.3% | 0.01% | -82.1% |
| Q1 2023 | $88,015 | +103447.1% | 192 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $85 | -99.9% | 192 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $77,000 | +1183.3% | 192 | +966.7% | 0.03% | +440.0% |
| Q3 2019 | $6,000 | 0.0% | 18 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $6,000 | -87.0% | 18 | -85.6% | 0.01% | -85.7% |
| Q3 2018 | $46,000 | -30.3% | 125 | -32.4% | 0.04% | -40.7% |
| Q2 2018 | $66,000 | -4.3% | 185 | -7.5% | 0.06% | +25.5% |
| Q4 2017 | $69,000 | +6.2% | 200 | 0.0% | 0.05% | -2.1% |
| Q3 2017 | $65,000 | +1.6% | 200 | 0.0% | 0.05% | -5.9% |
| Q2 2017 | $64,000 | – | 200 | – | 0.05% | – |
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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% |