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 | $721,775 | -21.6% | 1,349 | -18.5% | 0.05% | -31.0% |
| Q1 2024 | $920,639 | +8.5% | 1,655 | -1.1% | 0.07% | -1.4% |
| Q4 2023 | $848,747 | +10.1% | 1,673 | -0.9% | 0.07% | -1.4% |
| Q3 2023 | $770,875 | -4.1% | 1,688 | +0.6% | 0.07% | -21.5% |
| Q2 2023 | $803,732 | +4.7% | 1,678 | +0.2% | 0.09% | +2.2% |
| Q1 2023 | $767,769 | +2.6% | 1,675 | -0.8% | 0.09% | -8.1% |
| Q4 2022 | $748,055 | +18.7% | 1,689 | +7.7% | 0.10% | +4.2% |
| Q3 2022 | $630,000 | +10.5% | 1,568 | +13.7% | 0.10% | +11.8% |
| Q2 2022 | $570,000 | -21.3% | 1,379 | -6.6% | 0.08% | -10.5% |
| Q1 2022 | $724,000 | -9.7% | 1,476 | -4.8% | 0.10% | -10.4% |
| Q4 2021 | $802,000 | +9.3% | 1,550 | +1.4% | 0.11% | 0.0% |
| Q3 2021 | $734,000 | -12.9% | 1,528 | -11.0% | 0.11% | +2.9% |
| Q2 2021 | $843,000 | +7.0% | 1,717 | +3.7% | 0.10% | -20.8% |
| Q1 2021 | $788,000 | +26.1% | 1,655 | +11.2% | 0.13% | -0.8% |
| Q4 2020 | $625,000 | -99.9% | 1,488 | -0.3% | 0.13% | -52.0% |
| Q3 2020 | $543,417,000 | +12.5% | 1,492 | +0.4% | 0.27% | +1.9% |
| Q2 2020 | $482,966,000 | +9.7% | 1,486 | -11.3% | 0.27% | -4.6% |
| Q1 2020 | $440,454,000 | -32.6% | 1,675 | -2.0% | 0.28% | -28.1% |
| Q4 2019 | $653,233,000 | – | 1,709 | – | 0.39% | – |
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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% |