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 | $1,947,156 | -40.1% | 3,639 | -48.7% | 0.71% | -48.8% |
| Q1 2023 | $3,251,793 | +180.0% | 7,094 | +170.5% | 1.39% | +137.3% |
| Q4 2022 | $1,161,224 | +33.0% | 2,623 | +20.7% | 0.58% | +18.9% |
| Q3 2022 | $873,000 | -29.8% | 2,174 | -27.7% | 0.49% | -18.7% |
| Q2 2022 | $1,244,000 | +503.9% | 3,008 | +614.5% | 0.60% | +646.9% |
| Q1 2022 | $206,000 | -46.2% | 421 | -43.0% | 0.08% | -56.9% |
| Q4 2021 | $383,000 | -96.3% | 739 | -96.6% | 0.19% | -95.6% |
| Q3 2021 | $10,439,000 | -13.6% | 21,708 | -11.0% | 4.32% | -7.8% |
| Q2 2021 | $12,079,000 | +98.8% | 24,389 | +91.0% | 4.68% | +74.1% |
| Q1 2021 | $6,077,000 | +1259.5% | 12,766 | +972.8% | 2.69% | +1011.6% |
| Q4 2019 | $447,000 | – | 1,190 | – | 0.24% | – |
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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% |