SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,464,221 | -3.2% | 11,966 | +1.6% | 0.37% | -1.6% |
| Q2 2023 | $5,643,025 | +28.4% | 11,783 | +22.9% | 0.38% | +19.2% |
| Q1 2023 | $4,395,508 | +99.5% | 9,589 | +92.7% | 0.32% | +85.4% |
| Q4 2022 | $2,203,428 | +14.3% | 4,976 | +3.7% | 0.17% | +6.9% |
| Q3 2022 | $1,927,000 | -5.0% | 4,797 | -2.2% | 0.16% | -5.9% |
| Q2 2022 | $2,028,000 | -52.3% | 4,904 | -43.4% | 0.17% | -49.4% |
| Q1 2022 | $4,248,000 | +0.9% | 8,661 | +1.9% | 0.34% | -10.4% |
| Q4 2021 | $4,212,000 | -2.0% | 8,503 | -3.3% | 0.38% | +3.6% |
| Q3 2021 | $4,298,000 | +2.0% | 8,796 | +3.4% | 0.36% | -3.2% |
| Q2 2021 | $4,212,000 | -5.0% | 8,503 | -6.7% | 0.37% | -17.6% |
| Q1 2021 | $4,432,000 | +1535.4% | 9,109 | +785.2% | 0.45% | +539.4% |
| Q1 2020 | $271,000 | -16.9% | 1,029 | +18.5% | 0.07% | -14.5% |
| Q4 2019 | $326,000 | +15.2% | 868 | +8.1% | 0.08% | +6.4% |
| Q3 2019 | $283,000 | – | 803 | – | 0.08% | – |
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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% |