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 | $9,133 | -4.6% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,578 | -20.2% | 20 | -33.3% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -6.2% | 30 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $16,000 | +14.3% | 30 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $14,000 | -6.7% | 30 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $15,000 | +7.1% | 30 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 30 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 30 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $10,000 | -61.5% | 30 | -63.0% | 0.00% | -63.6% |
| Q2 2020 | $26,000 | -48.0% | 81 | -57.6% | 0.01% | -56.0% |
| Q1 2020 | $50,000 | -36.7% | 191 | -9.0% | 0.02% | -24.2% |
| Q4 2019 | $79,000 | 0.0% | 210 | -5.8% | 0.03% | -8.3% |
| Q3 2019 | $79,000 | -44.0% | 223 | -44.0% | 0.04% | -47.1% |
| Q2 2019 | $141,000 | -13.5% | 398 | -15.7% | 0.07% | -20.0% |
| Q1 2019 | $163,000 | -57.3% | 472 | -62.6% | 0.08% | -61.7% |
| Q4 2018 | $382,000 | – | 1,262 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 5,333 | $2,564,000 | 64.29% |
| LCM Capital Management Inc | 36,994 | $17,790,000 | 15.04% |
| Resource Management, LLC | 268,997 | $129,355,000 | 14.77% |
| Conservest Capital Advisors, Inc. | 228,700 | $109,977,000 | 12.39% |
| Oldfather Financial Services, LLC | 41,759 | $22,096,000 | 11.35% |
| WADDELL & ASSOCIATES, LLC | 127,195 | $61,166,000 | 10.42% |
| Tiller Private Wealth, Inc. | 23,219 | $11,165,000 | 8.42% |
| Arvest Bank Trust Division | 301,385 | $144,930,000 | 8.13% |
| Veritable, L.P. | 1,025,849 | $493,310,000 | 7.94% |
| Corsicana & Co. | 25,923 | $12,466,000 | 7.94% |