SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,956,914 | -3.8% | 137,870 | +0.8% | 9.21% | -4.2% |
| Q2 2023 | $65,475,072 | +5.4% | 136,717 | +0.9% | 9.61% | -1.0% |
| Q1 2023 | $62,092,353 | +3.2% | 135,452 | -0.3% | 9.71% | -3.6% |
| Q4 2022 | $60,149,555 | +12.1% | 135,842 | +1.7% | 10.07% | -3.1% |
| Q3 2022 | $53,674,000 | -0.9% | 133,630 | +2.0% | 10.39% | -5.8% |
| Q2 2022 | $54,174,000 | -15.7% | 131,017 | -0.1% | 11.03% | +6.9% |
| Q1 2022 | $64,291,000 | -3.4% | 131,085 | +2.0% | 10.32% | -2.2% |
| Q4 2021 | $66,539,000 | +8.8% | 128,533 | +1.1% | 10.55% | +1.3% |
| Q3 2021 | $61,166,000 | -0.7% | 127,195 | +1.4% | 10.42% | +11.4% |
| Q2 2021 | $61,597,000 | +3.7% | 125,449 | +0.6% | 9.35% | -23.2% |
| Q1 2021 | $59,382,000 | +16.4% | 124,738 | +2.6% | 12.18% | +4.4% |
| Q4 2020 | $51,035,000 | +25.9% | 121,534 | +1.6% | 11.68% | +6.2% |
| Q3 2020 | $40,549,000 | +6.1% | 119,674 | +1.6% | 10.99% | -3.4% |
| Q2 2020 | $38,217,000 | +31.8% | 117,775 | +6.7% | 11.38% | -1.3% |
| Q1 2020 | $29,004,000 | – | 110,332 | – | 11.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KLS Professional Advisors Group, LLC | 1,169,912 | $304,832,000 | 56.21% |
| APERIMUS CAPITAL, LLC | 197,058 | $51,345,000 | 33.39% |
| Spectrum Management Group, LLC | 134,196 | $34,966,000 | 21.74% |
| Capstone Financial Advisors, Inc. | 105,235 | $27,420,000 | 19.07% |
| LBA Wealth Management, LLC | 79,236 | $20,646,000 | 16.83% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 52,782 | $13,753,000,000 | 15.92% |
| Sage Advisory Services, Ltd.Co. | 425,377 | $110,836,000 | 13.80% |
| Leonetti & Associates, LLC | 139,846 | $36,438,000 | 12.51% |
| Confluence Wealth Management LLC | 83,028 | $21,634,000 | 12.33% |
| Financial Advisory Group | 77,761 | $20,261,000 | 11.51% |