SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,908,153 | -5.1% | 8,559 | -0.5% | 1.99% | +0.6% |
| Q2 2023 | $4,119,344 | -38.4% | 8,602 | -41.0% | 1.98% | -33.0% |
| Q1 2023 | $6,684,764 | +1.6% | 14,583 | -1.9% | 2.96% | +1.4% |
| Q4 2022 | $6,580,524 | +8.2% | 14,862 | -1.8% | 2.92% | -9.7% |
| Q3 2022 | $6,080,000 | +10.2% | 15,138 | +13.4% | 3.23% | -0.9% |
| Q2 2022 | $5,518,000 | -15.2% | 13,344 | +0.6% | 3.26% | -6.5% |
| Q1 2022 | $6,509,000 | -6.0% | 13,271 | -0.7% | 3.48% | +1.0% |
| Q4 2021 | $6,921,000 | +15.9% | 13,369 | +7.6% | 3.45% | +4.9% |
| Q3 2021 | $5,973,000 | +1.2% | 12,421 | +3.3% | 3.29% | +6.1% |
| Q2 2021 | $5,903,000 | +1.5% | 12,022 | -1.6% | 3.10% | -8.5% |
| Q1 2021 | $5,815,000 | +13.4% | 12,215 | +0.0% | 3.38% | +10.4% |
| Q4 2020 | $5,127,000 | +95.4% | 12,209 | +57.6% | 3.07% | +61.7% |
| Q3 2020 | $2,624,000 | – | 7,745 | – | 1.90% | – |
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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% |