SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,616,222 | -4.4% | 8,627 | -0.5% | 0.45% | -9.2% |
| Q1 2024 | $4,826,304 | +9.0% | 8,674 | -0.6% | 0.50% | -3.1% |
| Q4 2023 | $4,429,003 | +9.7% | 8,729 | -1.3% | 0.52% | -3.2% |
| Q3 2023 | $4,037,229 | -7.0% | 8,841 | -2.5% | 0.53% | -5.2% |
| Q2 2023 | $4,340,794 | -7.2% | 9,064 | -11.1% | 0.56% | -16.2% |
| Q1 2023 | $4,676,410 | -0.9% | 10,201 | -4.3% | 0.67% | -13.4% |
| Q4 2022 | $4,720,307 | +3.3% | 10,660 | -6.3% | 0.78% | -11.8% |
| Q3 2022 | $4,568,000 | -34.0% | 11,372 | -32.1% | 0.88% | -31.9% |
| Q2 2022 | $6,922,000 | -21.8% | 16,741 | -7.3% | 1.29% | -8.9% |
| Q1 2022 | $8,857,000 | -14.2% | 18,059 | -9.4% | 1.42% | -11.3% |
| Q4 2021 | $10,318,000 | -0.0% | 19,931 | -7.1% | 1.60% | -9.1% |
| Q3 2021 | $10,322,000 | -10.0% | 21,465 | -8.1% | 1.76% | -13.3% |
| Q2 2021 | $11,471,000 | +4.7% | 23,363 | +1.6% | 2.02% | -5.2% |
| Q1 2021 | $10,952,000 | +15.5% | 23,005 | +1.7% | 2.14% | +6.9% |
| Q4 2020 | $9,485,000 | +27.4% | 22,614 | +2.9% | 2.00% | +7.9% |
| Q3 2020 | $7,446,000 | +1.7% | 21,976 | -2.6% | 1.85% | -8.9% |
| Q2 2020 | $7,323,000 | +20.8% | 22,568 | -2.1% | 2.03% | +3.4% |
| Q1 2020 | $6,060,000 | -38.3% | 23,053 | -11.8% | 1.97% | -34.2% |
| Q4 2019 | $9,815,000 | +9.9% | 26,148 | +3.2% | 2.99% | -1.4% |
| Q3 2019 | $8,932,000 | +0.8% | 25,343 | +1.5% | 3.03% | -5.3% |
| Q2 2019 | $8,857,000 | +3.9% | 24,977 | +1.2% | 3.20% | -1.0% |
| Q1 2019 | $8,521,000 | +17.7% | 24,671 | +3.1% | 3.24% | -1.7% |
| Q4 2018 | $7,242,000 | – | 23,928 | – | 3.29% | – |
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% |