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 | $328,004 | -4.6% | 613 | -0.8% | 0.23% | -6.9% |
| Q1 2024 | $343,855 | +21.8% | 618 | 0.0% | 0.25% | -3.9% |
| Q4 2023 | $282,204 | 0.0% | 618 | 0.0% | 0.26% | 0.0% |
| Q3 2023 | $282,204 | -4.6% | 618 | 0.0% | 0.26% | -3.4% |
| Q2 2023 | $295,966 | +112434.6% | 618 | -0.8% | 0.26% | +1.5% |
| Q1 2023 | $263 | -99.9% | 623 | 0.0% | 0.26% | 0.0% |
| Q3 2022 | $263,000 | -39.3% | 623 | -30.9% | 0.26% | +20.8% |
| Q3 2021 | $433,000 | -56.2% | 901 | -55.3% | 0.22% | -43.3% |
| Q2 2021 | $989,000 | -67.9% | 2,014 | -68.8% | 0.38% | -67.1% |
| Q1 2021 | $3,077,000 | +300.1% | 6,463 | +253.0% | 1.16% | +304.5% |
| Q4 2020 | $769,000 | +23.2% | 1,831 | -0.5% | 0.29% | +16.7% |
| Q3 2020 | $624,000 | -0.3% | 1,841 | -4.5% | 0.24% | -6.5% |
| Q2 2020 | $626,000 | +20.6% | 1,928 | -2.4% | 0.26% | -5.1% |
| Q1 2020 | $519,000 | -9.1% | 1,976 | 0.0% | 0.28% | +1.1% |
| Q4 2019 | $571,000 | – | 1,976 | – | 0.27% | – |
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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% |