SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,129 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,556,677 | -20.5% | 6,647 | -17.3% | 0.40% | +3.1% |
| Q1 2024 | $4,471,230 | +20.1% | 8,036 | -1.4% | 0.38% | -0.8% |
| Q4 2023 | $3,721,616 | 0.0% | 8,150 | 0.0% | 0.39% | 0.0% |
| Q3 2023 | $3,721,616 | -9.0% | 8,150 | -4.6% | 0.39% | -10.8% |
| Q2 2023 | $4,090,849 | +4.2% | 8,542 | -0.2% | 0.44% | -7.1% |
| Q1 2023 | $3,924,448 | +3.9% | 8,561 | +0.4% | 0.47% | -2.3% |
| Q4 2022 | $3,776,556 | +12.6% | 8,529 | +2.1% | 0.48% | -4.8% |
| Q3 2022 | $3,354,000 | +8.3% | 8,351 | +11.5% | 0.50% | +5.0% |
| Q2 2022 | $3,097,000 | -13.5% | 7,490 | +2.6% | 0.48% | -7.7% |
| Q1 2022 | $3,581,000 | -4.7% | 7,301 | +0.6% | 0.52% | -2.4% |
| Q4 2021 | $3,758,000 | +2.5% | 7,259 | -4.8% | 0.53% | -6.8% |
| Q3 2021 | $3,668,000 | -1.6% | 7,627 | +0.5% | 0.57% | -2.4% |
| Q2 2021 | $3,728,000 | +8.7% | 7,592 | +5.4% | 0.58% | +0.5% |
| Q1 2021 | $3,429,000 | +13.7% | 7,203 | +0.3% | 0.58% | +4.1% |
| Q4 2020 | $3,017,000 | +61.8% | 7,185 | +30.5% | 0.56% | +44.1% |
| Q3 2020 | $1,865,000 | +14.4% | 5,505 | +9.6% | 0.39% | +10.5% |
| Q2 2020 | $1,630,000 | +3.6% | 5,024 | -16.1% | 0.35% | -13.3% |
| Q1 2020 | $1,574,000 | +30.4% | 5,987 | +86.2% | 0.40% | +68.8% |
| Q4 2019 | $1,207,000 | +94.4% | 3,216 | +82.5% | 0.24% | +90.5% |
| Q3 2019 | $621,000 | – | 1,762 | – | 0.13% | – |
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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% |