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 | $9,011,498 | -6.1% | 19,734 | -1.6% | 0.98% | -5.0% |
| Q2 2023 | $9,599,923 | +4.5% | 20,045 | 0.0% | 1.03% | -1.5% |
| Q1 2023 | $9,188,851 | +3.5% | 20,045 | -0.1% | 1.05% | -3.8% |
| Q4 2022 | $8,882,208 | +10.1% | 20,060 | -0.1% | 1.09% | -1.0% |
| Q3 2022 | $8,066,000 | -2.9% | 20,081 | -0.0% | 1.10% | +0.1% |
| Q2 2022 | $8,304,000 | -15.7% | 20,084 | 0.0% | 1.10% | -9.3% |
| Q1 2022 | $9,850,000 | -6.0% | 20,084 | -0.8% | 1.21% | -5.7% |
| Q4 2021 | $10,476,000 | +7.3% | 20,237 | -0.3% | 1.29% | +1.4% |
| Q3 2021 | $9,765,000 | -2.1% | 20,307 | -0.0% | 1.27% | -4.4% |
| Q2 2021 | $9,973,000 | +2.2% | 20,312 | -0.9% | 1.33% | -8.0% |
| Q1 2021 | $9,754,000 | +11.7% | 20,490 | -1.5% | 1.44% | +0.6% |
| Q4 2020 | $8,735,000 | +17.6% | 20,802 | -5.1% | 1.43% | +0.1% |
| Q3 2020 | $7,430,000 | +4.2% | 21,928 | -0.2% | 1.43% | -1.4% |
| Q2 2020 | $7,130,000 | +22.2% | 21,974 | -1.0% | 1.45% | +12.0% |
| Q1 2020 | $5,835,000 | -31.3% | 22,197 | -1.9% | 1.30% | -14.0% |
| Q4 2019 | $8,498,000 | +6.0% | 22,637 | -0.5% | 1.51% | -1.8% |
| Q3 2019 | $8,017,000 | -1.6% | 22,744 | -1.0% | 1.54% | -3.6% |
| Q2 2019 | $8,146,000 | +2.1% | 22,972 | -0.6% | 1.59% | -2.0% |
| Q1 2019 | $7,980,000 | +13.9% | 23,104 | -0.2% | 1.63% | +4.0% |
| Q4 2018 | $7,009,000 | -18.9% | 23,158 | -1.6% | 1.56% | -18.1% |
| Q3 2018 | $8,644,000 | +66.1% | 23,525 | +60.5% | 1.91% | +28.7% |
| Q2 2018 | $5,205,000 | +3.0% | 14,661 | -0.8% | 1.48% | -0.5% |
| Q1 2018 | $5,052,000 | -1.8% | 14,783 | -0.7% | 1.49% | -0.6% |
| Q4 2017 | $5,142,000 | – | 14,888 | – | 1.50% | – |
Download | ||||||
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% |