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 | $2,123,493 | -2.6% | 3,977 | +0.2% | 0.20% | -8.6% |
| Q1 2024 | $2,180,837 | +14.3% | 3,971 | +3.1% | 0.22% | +8.3% |
| Q4 2023 | $1,907,788 | +497.9% | 3,853 | +438.1% | 0.20% | +485.7% |
| Q3 2023 | $319,085 | -2.7% | 716 | +2.7% | 0.04% | -2.8% |
| Q2 2023 | $328,005 | +6.6% | 697 | +1.2% | 0.04% | +2.9% |
| Q1 2023 | $307,721 | -28.4% | 689 | -48.0% | 0.04% | -47.0% |
| Q2 2020 | $430,000 | +23.6% | 1,325 | 0.0% | 0.07% | +8.2% |
| Q1 2020 | $348,000 | +29.9% | 1,325 | +85.8% | 0.06% | +45.2% |
| Q4 2019 | $268,000 | – | 713 | – | 0.04% | – |
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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% |