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 | $697,289 | -5.6% | 1,527 | -1.0% | 0.37% | -2.1% |
| Q2 2023 | $738,958 | +4.3% | 1,543 | -0.2% | 0.37% | -0.3% |
| Q1 2023 | $708,702 | +3.3% | 1,546 | -0.3% | 0.38% | -4.3% |
| Q4 2022 | $686,324 | +10.2% | 1,550 | 0.0% | 0.39% | +2.1% |
| Q3 2022 | $623,000 | -2.7% | 1,550 | +0.1% | 0.38% | -0.8% |
| Q2 2022 | $640,000 | -15.7% | 1,548 | 0.0% | 0.39% | -7.0% |
| Q1 2022 | $759,000 | -5.6% | 1,548 | -0.4% | 0.42% | -4.6% |
| Q4 2021 | $804,000 | +7.6% | 1,554 | +0.1% | 0.44% | -0.5% |
| Q3 2021 | $747,000 | -2.1% | 1,553 | -0.1% | 0.44% | -2.7% |
| Q2 2021 | $763,000 | +2.8% | 1,554 | -0.3% | 0.45% | -2.6% |
| Q1 2021 | $742,000 | +10.9% | 1,558 | -2.1% | 0.46% | +3.1% |
| Q4 2020 | $669,000 | +24.1% | 1,592 | 0.0% | 0.45% | +9.0% |
| Q3 2020 | $539,000 | +3.9% | 1,592 | -0.5% | 0.41% | -7.8% |
| Q2 2020 | $519,000 | +23.3% | 1,600 | 0.0% | 0.45% | +3.7% |
| Q1 2020 | $421,000 | -30.8% | 1,600 | -1.2% | 0.43% | -5.9% |
| Q4 2019 | $608,000 | +5.7% | 1,619 | -0.8% | 0.46% | -3.6% |
| Q3 2019 | $575,000 | -0.7% | 1,632 | 0.0% | 0.47% | -3.3% |
| Q2 2019 | $579,000 | +2.7% | 1,632 | 0.0% | 0.49% | -1.0% |
| Q1 2019 | $564,000 | +14.2% | 1,632 | 0.0% | 0.50% | -2.8% |
| Q4 2018 | $494,000 | -17.7% | 1,632 | 0.0% | 0.51% | -4.0% |
| Q3 2018 | $600,000 | +3.6% | 1,632 | 0.0% | 0.53% | -6.4% |
| Q2 2018 | $579,000 | +3.8% | 1,632 | 0.0% | 0.57% | -3.1% |
| Q1 2018 | $558,000 | -1.1% | 1,632 | 0.0% | 0.58% | -1.0% |
| Q4 2017 | $564,000 | – | 1,632 | – | 0.59% | – |
Download | ||||||
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% |