SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,606 | -4.5% | 1,094 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $523,089 | +231355.3% | 1,092 | +122.0% | 0.01% | +80.0% |
| Q1 2023 | $226 | +3.2% | 492 | -0.6% | 0.01% | -16.7% |
| Q4 2022 | $219 | -99.9% | 495 | +2.3% | 0.01% | -14.3% |
| Q1 2022 | $237,000 | -5.6% | 484 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $251,000 | +7.7% | 484 | -0.2% | 0.01% | -12.5% |
| Q3 2021 | $233,000 | -2.1% | 485 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $238,000 | +5.3% | 485 | +2.1% | 0.01% | -11.1% |
| Q1 2021 | $226,000 | +6.1% | 475 | -6.3% | 0.01% | -10.0% |
| Q4 2020 | $213,000 | -57.8% | 507 | -62.3% | 0.01% | -76.7% |
| Q4 2019 | $505,000 | -7.5% | 1,346 | -13.1% | 0.04% | -29.5% |
| Q3 2019 | $546,000 | +1.3% | 1,549 | -8.0% | 0.06% | -14.1% |
| Q2 2019 | $539,000 | +7.4% | 1,684 | +15.8% | 0.07% | -16.5% |
| Q1 2019 | $502,000 | +119.2% | 1,454 | +111.6% | 0.08% | -7.6% |
| Q1 2018 | $229,000 | -12.3% | 687 | -6.9% | 0.09% | -17.9% |
| Q4 2017 | $261,000 | – | 738 | – | 0.11% | – |
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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% |