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 | $292,897 | -5.9% | 650 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $311,292 | +4.5% | 650 | 0.0% | 0.13% | -11.3% |
| Q1 2023 | $297,967 | +3.5% | 650 | 0.0% | 0.15% | -6.8% |
| Q4 2022 | $287,814 | +9.0% | 650 | -0.9% | 0.16% | -9.0% |
| Q3 2022 | $264,000 | -3.3% | 656 | -0.5% | 0.18% | +14.8% |
| Q2 2022 | $273,000 | -15.5% | 659 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $323,000 | -24.2% | 659 | -19.8% | 0.16% | -18.8% |
| Q4 2021 | $426,000 | +1.7% | 822 | 0.0% | 0.19% | -3.5% |
| Q3 2021 | $419,000 | -46.1% | 822 | -48.0% | 0.20% | -51.6% |
| Q2 2021 | $777,000 | +34.9% | 1,581 | +30.7% | 0.41% | +22.1% |
| Q1 2021 | $576,000 | +98.6% | 1,210 | +86.2% | 0.34% | +95.9% |
| Q4 2020 | $290,000 | +20.3% | 650 | 0.0% | 0.17% | +13.2% |
| Q3 2020 | $241,000 | +7.6% | 650 | 0.0% | 0.15% | -1.3% |
| Q2 2020 | $224,000 | -8.2% | 650 | 0.0% | 0.15% | -29.2% |
| Q4 2019 | $244,000 | – | 650 | – | 0.22% | – |
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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% |