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 | $749,678 | -3.7% | 1,401 | +0.1% | 0.38% | -5.1% |
| Q1 2024 | $778,440 | +10.0% | 1,399 | +0.3% | 0.40% | -7.0% |
| Q4 2023 | $707,868 | +11.5% | 1,395 | +0.3% | 0.43% | +0.9% |
| Q3 2023 | $635,085 | -17.1% | 1,391 | -13.0% | 0.42% | -20.7% |
| Q2 2023 | $765,809 | +4.6% | 1,599 | +0.2% | 0.53% | -7.2% |
| Q1 2023 | $731,828 | -1.8% | 1,596 | -5.2% | 0.57% | -14.1% |
| Q4 2022 | $745,293 | +10.6% | 1,683 | +0.4% | 0.67% | 0.0% |
| Q3 2022 | $674,000 | -2.6% | 1,677 | +0.2% | 0.67% | +2.1% |
| Q2 2022 | $692,000 | -15.5% | 1,673 | +0.2% | 0.65% | +25.6% |
| Q1 2022 | $819,000 | -5.2% | 1,669 | 0.0% | 0.52% | +3.8% |
| Q4 2021 | $864,000 | +7.6% | 1,669 | 0.0% | 0.50% | +1.2% |
| Q3 2021 | $803,000 | -2.0% | 1,669 | 0.0% | 0.50% | +1.2% |
| Q2 2021 | $819,000 | +11.1% | 1,669 | +7.7% | 0.49% | +0.6% |
| Q1 2021 | $737,000 | +13.4% | 1,549 | 0.0% | 0.49% | +8.2% |
| Q4 2020 | $650,000 | +23.6% | 1,549 | 0.0% | 0.45% | +6.4% |
| Q3 2020 | $526,000 | +3.7% | 1,549 | -0.9% | 0.42% | -3.7% |
| Q2 2020 | $507,000 | +23.4% | 1,563 | 0.0% | 0.44% | +2.8% |
| Q1 2020 | $411,000 | -30.6% | 1,563 | -0.9% | 0.43% | +20.3% |
| Q4 2019 | $592,000 | -6.9% | 1,577 | -12.7% | 0.35% | -37.2% |
| Q3 2019 | $636,000 | -7.2% | 1,806 | -6.5% | 0.56% | -17.4% |
| Q2 2019 | $685,000 | +2.4% | 1,932 | -0.3% | 0.68% | +142.2% |
| Q1 2019 | $669,000 | +3.9% | 1,938 | -9.0% | 0.28% | -58.0% |
| Q4 2018 | $644,000 | -17.9% | 2,129 | -0.2% | 0.67% | -8.2% |
| Q3 2018 | $784,000 | +3.8% | 2,134 | -3.4% | 0.73% | +16.0% |
| Q1 2018 | $755,000 | -11.9% | 2,209 | -11.0% | 0.63% | -10.5% |
| Q4 2017 | $857,000 | – | 2,481 | – | 0.70% | – |
Download | ||||||
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% |