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 | $92,034 | -3.8% | 172 | 0.0% | 0.07% | +1.5% |
| Q1 2024 | $95,701 | +9.7% | 172 | 0.0% | 0.07% | -5.6% |
| Q4 2023 | $87,269 | +11.1% | 172 | 0.0% | 0.07% | 0.0% |
| Q3 2023 | $78,542 | -4.7% | 172 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $82,373 | +4.5% | 172 | 0.0% | 0.07% | -12.3% |
| Q1 2023 | $78,847 | +3.5% | 172 | 0.0% | 0.08% | +17.4% |
| Q4 2022 | $76,160 | +10.4% | 172 | 0.0% | 0.07% | +6.2% |
| Q3 2022 | $69,000 | -2.8% | 172 | 0.0% | 0.06% | +6.6% |
| Q2 2022 | $71,000 | -15.5% | 172 | 0.0% | 0.06% | +5.2% |
| Q1 2022 | $84,000 | -5.6% | 172 | 0.0% | 0.06% | +7.4% |
| Q4 2021 | $89,000 | +7.2% | 172 | 0.0% | 0.05% | +1.9% |
| Q3 2021 | $83,000 | -1.2% | 172 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $84,000 | +2.4% | 172 | 0.0% | 0.06% | -3.5% |
| Q1 2021 | $82,000 | +13.9% | 172 | 0.0% | 0.06% | +5.6% |
| Q4 2020 | $72,000 | +24.1% | 172 | 0.0% | 0.05% | +5.9% |
| Q3 2020 | $58,000 | +3.6% | 172 | 0.0% | 0.05% | -7.3% |
| Q2 2020 | $56,000 | – | 172 | – | 0.06% | – |
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% |