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 | $16,994,943 | -23.2% | 31,761 | -20.1% | 3.83% | -25.4% |
| Q1 2024 | $22,117,905 | +14.3% | 39,752 | +4.2% | 5.13% | +1.5% |
| Q4 2023 | $19,353,373 | +15.1% | 38,144 | +3.6% | 5.06% | +1.4% |
| Q3 2023 | $16,815,800 | -2.3% | 36,825 | +2.4% | 4.99% | -18.0% |
| Q2 2023 | $17,216,566 | +3.5% | 35,949 | -1.0% | 6.08% | -2.4% |
| Q1 2023 | $16,638,745 | +3.2% | 36,297 | -0.4% | 6.22% | +0.9% |
| Q4 2022 | $16,129,954 | +17.6% | 36,428 | +6.7% | 6.17% | +2.1% |
| Q3 2022 | $13,715,000 | +5386.0% | 34,147 | +6969.8% | 6.04% | +5445.9% |
| Q4 2021 | $250,000 | +7.8% | 483 | 0.0% | 0.11% | -3.5% |
| Q3 2021 | $232,000 | -2.1% | 483 | 0.0% | 0.11% | -1.7% |
| Q2 2021 | $237,000 | -97.4% | 483 | -98.6% | 0.12% | -98.3% |
| Q1 2020 | $8,967,000 | -27.3% | 34,110 | +3.7% | 6.96% | -1.2% |
| Q4 2019 | $12,342,000 | +8.2% | 32,879 | +0.6% | 7.05% | -0.7% |
| Q3 2019 | $11,411,000 | -0.6% | 32,694 | +1.2% | 7.09% | +0.2% |
| Q2 2019 | $11,480,000 | +3.9% | 32,317 | +3.3% | 7.08% | -0.7% |
| Q1 2019 | $11,052,000 | +18.6% | 31,291 | +1.6% | 7.13% | +2.2% |
| Q4 2018 | $9,322,000 | +0.9% | 30,799 | +22.5% | 6.98% | +47.6% |
| Q3 2018 | $9,240,000 | +6.7% | 25,146 | +3.1% | 4.73% | -0.4% |
| Q2 2018 | $8,660,000 | +5.6% | 24,392 | +1.6% | 4.75% | -0.6% |
| Q1 2018 | $8,201,000 | +121.9% | 23,998 | +124.3% | 4.78% | +44.0% |
| Q4 2017 | $3,695,000 | – | 10,698 | – | 3.32% | – |
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% |