SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570 | -4.7% | 1,248 | 0.0% | 0.15% | -81.8% |
| Q2 2023 | $598 | +4.5% | 1,248 | 0.0% | 0.82% | +560.0% |
| Q1 2023 | $572 | +3.4% | 1,248 | 0.0% | 0.12% | -6.0% |
| Q4 2022 | $553 | -99.9% | 1,248 | 0.0% | 0.13% | -3.6% |
| Q3 2022 | $501,000 | -2.9% | 1,248 | 0.0% | 0.14% | -2.1% |
| Q2 2022 | $516,000 | -9.8% | 1,248 | +6.9% | 0.14% | -3.4% |
| Q1 2022 | $572,000 | -5.3% | 1,167 | 0.0% | 0.15% | -9.9% |
| Q4 2021 | $604,000 | +7.7% | 1,167 | 0.0% | 0.16% | -86.8% |
| Q3 2021 | $561,000 | -2.1% | 1,167 | 0.0% | 1.23% | +522.3% |
| Q2 2021 | $573,000 | +1.8% | 1,167 | 0.0% | 0.20% | -4.4% |
| Q1 2021 | $563,000 | +14.9% | 1,167 | 0.0% | 0.21% | -6.8% |
| Q4 2020 | $490,000 | +24.1% | 1,167 | 0.0% | 0.22% | +5.2% |
| Q3 2020 | $395,000 | +4.2% | 1,167 | 0.0% | 0.21% | -5.0% |
| Q2 2020 | $379,000 | -4.3% | 1,167 | +10.5% | 0.22% | -7.9% |
| Q4 2019 | $396,000 | – | 1,056 | – | 0.24% | – |
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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% |