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 | $510,224 | -3.6% | 950 | 0.0% | 0.08% | -9.3% |
| Q1 2024 | $529,543 | -4.7% | 950 | -12.9% | 0.09% | -5.5% |
| Q4 2023 | $555,614 | +9.6% | 1,091 | -1.4% | 0.09% | +19.7% |
| Q3 2023 | $506,763 | +0.9% | 1,106 | +5.8% | 0.08% | 0.0% |
| Q2 2023 | $502,042 | +4.5% | 1,045 | 0.0% | 0.08% | -1.3% |
| Q1 2023 | $480,285 | -0.8% | 1,045 | -4.0% | 0.08% | -17.2% |
| Q4 2022 | $484,012 | +10.3% | 1,089 | 0.0% | 0.09% | +6.9% |
| Q3 2022 | $439,000 | -7.6% | 1,089 | -4.9% | 0.09% | -7.4% |
| Q2 2022 | $475,000 | -15.6% | 1,145 | 0.0% | 0.09% | +4.4% |
| Q1 2022 | $563,000 | -48.7% | 1,145 | -46.0% | 0.09% | -50.8% |
| Q4 2021 | $1,097,000 | +549.1% | 2,120 | +514.5% | 0.18% | +603.8% |
| Q2 2021 | $169,000 | +10.5% | 345 | +7.1% | 0.03% | -3.7% |
| Q1 2021 | $153,000 | -29.5% | 322 | -44.4% | 0.03% | -74.5% |
| Q4 2019 | $217,000 | -4.0% | 579 | -9.8% | 0.11% | -11.7% |
| Q3 2019 | $226,000 | -8.1% | 642 | -7.5% | 0.12% | -16.1% |
| Q2 2019 | $246,000 | +2.9% | 694 | +0.3% | 0.14% | +6.7% |
| Q1 2019 | $239,000 | -8.1% | 692 | -19.1% | 0.13% | -24.3% |
| Q4 2018 | $260,000 | -17.5% | 855 | 0.0% | 0.18% | -1.7% |
| Q3 2018 | $315,000 | +3.6% | 855 | 0.0% | 0.18% | -2.7% |
| Q2 2018 | $304,000 | +3.8% | 855 | 0.0% | 0.18% | -0.5% |
| Q1 2018 | $293,000 | -1.7% | 855 | 0.0% | 0.19% | +2.8% |
| Q4 2017 | $298,000 | – | 855 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |