SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |