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 | $763,646 | -18.6% | 1,672 | -14.7% | 0.37% | -13.3% |
| Q2 2023 | $938,549 | +7.1% | 1,960 | +2.5% | 0.43% | +6.2% |
| Q1 2023 | $876,404 | +3.6% | 1,912 | +0.1% | 0.40% | -7.1% |
| Q4 2022 | $845,923 | +204.3% | 1,910 | +176.4% | 0.44% | +202.8% |
| Q3 2022 | $278,000 | -52.2% | 691 | -50.8% | 0.14% | -48.6% |
| Q2 2022 | $581,000 | – | 1,405 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |