SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,022,636 | -3.8% | 44,784 | -0.2% | 0.07% | -6.8% |
| Q1 2024 | $24,970,827 | +7.0% | 44,878 | -2.5% | 0.07% | -6.4% |
| Q4 2023 | $23,346,608 | +25.1% | 46,013 | +12.6% | 0.08% | +8.3% |
| Q3 2023 | $18,664,430 | +4.1% | 40,865 | +6.0% | 0.07% | +4.3% |
| Q2 2023 | $17,921,998 | +118353.4% | 38,561 | +16.8% | 0.07% | +6.2% |
| Q1 2023 | $15,130 | +10.8% | 33,005 | +7.1% | 0.06% | -5.8% |
| Q4 2022 | $13,651 | -99.9% | 30,830 | -9.9% | 0.07% | -2.8% |
| Q3 2022 | $13,746,000 | +87.3% | 34,223 | +92.8% | 0.07% | +82.1% |
| Q2 2022 | $7,338,000 | -14.0% | 17,747 | +2.0% | 0.04% | -4.9% |
| Q1 2022 | $8,536,000 | -1.8% | 17,405 | +3.6% | 0.04% | 0.0% |
| Q4 2021 | $8,695,000 | +5.8% | 16,798 | -1.7% | 0.04% | -4.7% |
| Q3 2021 | $8,215,000 | -3.3% | 17,083 | -1.3% | 0.04% | -10.4% |
| Q2 2021 | $8,499,000 | +9.2% | 17,311 | +5.9% | 0.05% | -9.4% |
| Q1 2021 | $7,780,000 | +10.0% | 16,345 | -2.9% | 0.05% | -1.9% |
| Q4 2020 | $7,071,000 | +22.6% | 16,840 | -1.0% | 0.05% | 0.0% |
| Q3 2020 | $5,766,000 | +13.6% | 17,017 | +8.8% | 0.05% | +1.9% |
| Q2 2020 | $5,076,000 | +27.8% | 15,644 | +3.6% | 0.05% | +1.9% |
| Q1 2020 | $3,971,000 | +76.3% | 15,106 | +151.8% | 0.05% | +85.7% |
| Q4 2019 | $2,253,000 | +8.1% | 6,000 | +1.5% | 0.03% | 0.0% |
| Q3 2019 | $2,084,000 | +69.2% | 5,911 | +70.1% | 0.03% | +64.7% |
| Q2 2019 | $1,232,000 | +2.7% | 3,475 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,200,000 | +20.1% | 3,475 | +5.3% | 0.02% | -5.6% |
| Q4 2018 | $999,000 | -17.6% | 3,300 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $1,213,000 | +3.5% | 3,300 | 0.0% | 0.02% | -5.3% |
| Q2 2018 | $1,172,000 | +3.9% | 3,300 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $1,128,000 | – | 3,300 | – | 0.02% | – |
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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% |