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 | $4,817,486 | +100.0% | 8,640 | +100.0% | 0.33% | -6.0% |
Q1 2024 | $2,408,743 | -4.0% | 4,320 | -12.6% | 0.35% | -11.2% |
Q4 2023 | $2,509,137 | +10.7% | 4,945 | 0.0% | 0.39% | +5.4% |
Q3 2023 | $2,265,901 | -5.6% | 4,945 | -1.0% | 0.37% | -3.4% |
Q2 2023 | $2,399,369 | +4.0% | 4,994 | -0.5% | 0.38% | -5.4% |
Q1 2023 | $2,307,334 | +2.8% | 5,020 | -0.2% | 0.41% | -4.5% |
Q4 2022 | $2,244,116 | +10.5% | 5,030 | +0.4% | 0.43% | -2.1% |
Q3 2022 | $2,030,000 | -2.4% | 5,009 | -0.1% | 0.44% | -10.9% |
Q2 2022 | $2,080,000 | -15.8% | 5,012 | 0.0% | 0.49% | -5.2% |
Q1 2022 | $2,470,000 | -12.3% | 5,012 | -7.6% | 0.52% | -9.0% |
Q4 2021 | $2,817,000 | +7.1% | 5,425 | -0.5% | 0.57% | -3.2% |
Q3 2021 | $2,630,000 | -0.8% | 5,454 | +1.0% | 0.58% | -1.8% |
Q2 2021 | $2,651,000 | +1.7% | 5,399 | -1.4% | 0.60% | -7.3% |
Q1 2021 | $2,607,000 | +13.3% | 5,476 | 0.0% | 0.64% | +6.8% |
Q4 2020 | $2,300,000 | +22.3% | 5,476 | -0.4% | 0.60% | +4.5% |
Q3 2020 | $1,881,000 | +5.9% | 5,500 | -0.2% | 0.58% | -8.1% |
Q2 2020 | $1,776,000 | +22.7% | 5,510 | +0.1% | 0.63% | +8.3% |
Q1 2020 | $1,447,000 | -50.4% | 5,506 | -29.2% | 0.58% | -44.9% |
Q4 2019 | $2,918,000 | +6.6% | 7,773 | +0.1% | 1.05% | -3.0% |
Q3 2019 | $2,738,000 | +0.1% | 7,768 | +0.7% | 1.08% | -5.4% |
Q2 2019 | $2,736,000 | -2.7% | 7,717 | -4.4% | 1.14% | -7.4% |
Q1 2019 | $2,811,000 | +23.1% | 8,071 | +7.0% | 1.24% | +6.5% |
Q4 2018 | $2,283,000 | +5.3% | 7,543 | +27.8% | 1.16% | -4.9% |
Q3 2018 | $2,169,000 | +4.5% | 5,902 | +1.0% | 1.22% | -10.2% |
Q2 2018 | $2,075,000 | +5.6% | 5,846 | +2.0% | 1.36% | -1.6% |
Q1 2018 | $1,965,000 | -2.8% | 5,729 | -0.5% | 1.38% | -3.8% |
Q4 2017 | $2,022,000 | – | 5,758 | – | 1.44% | – |
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% |