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 | $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 ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |