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 | $1,822,069 | -3.6% | 3,990 | +1.1% | 0.17% | -9.0% |
| Q2 2023 | $1,889,353 | +25.2% | 3,945 | +19.8% | 0.19% | +14.6% |
| Q1 2023 | $1,509,573 | -6.9% | 3,293 | -10.0% | 0.16% | -15.0% |
| Q4 2022 | $1,620,611 | -34.9% | 3,660 | -40.9% | 0.19% | -39.7% |
| Q3 2022 | $2,489,000 | +108.5% | 6,197 | +114.6% | 0.32% | +109.2% |
| Q2 2022 | $1,194,000 | -0.9% | 2,888 | +17.6% | 0.15% | +28.6% |
| Q1 2022 | $1,205,000 | +96.9% | 2,456 | +107.8% | 0.12% | +85.9% |
| Q4 2021 | $612,000 | +6.6% | 1,182 | -1.0% | 0.06% | -8.6% |
| Q3 2021 | $574,000 | +20.3% | 1,194 | +23.0% | 0.07% | +11.1% |
| Q2 2021 | $477,000 | -25.2% | 971 | -27.5% | 0.06% | -35.1% |
| Q1 2021 | $638,000 | +20.8% | 1,340 | +6.5% | 0.10% | +5.4% |
| Q4 2020 | $528,000 | -2.4% | 1,258 | -21.3% | 0.09% | -11.5% |
| Q3 2020 | $541,000 | +20.2% | 1,598 | +15.3% | 0.10% | +1.0% |
| Q2 2020 | $450,000 | +21.0% | 1,386 | -2.1% | 0.10% | -1.0% |
| Q1 2020 | $372,000 | – | 1,416 | – | 0.10% | – |
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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% |