SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,145 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,746,129 | -6.8% | 25,690 | -3.1% | 1.87% | -19.7% |
| Q1 2024 | $14,744,361 | +2.9% | 26,500 | -6.2% | 2.33% | -34.7% |
| Q4 2023 | $14,335,456 | +9.4% | 28,254 | -1.5% | 3.57% | -6.9% |
| Q3 2023 | $13,104,570 | -5.1% | 28,698 | -0.5% | 3.83% | -1.9% |
| Q2 2023 | $13,808,451 | -0.5% | 28,833 | -4.8% | 3.91% | -5.2% |
| Q1 2023 | $13,881,051 | +0.7% | 30,281 | -2.7% | 4.12% | -10.1% |
| Q4 2022 | $13,783,326 | +11.5% | 31,128 | +1.1% | 4.58% | +0.4% |
| Q3 2022 | $12,363,000 | -6.6% | 30,780 | -3.8% | 4.57% | -1.0% |
| Q2 2022 | $13,238,000 | -31.9% | 32,010 | -19.2% | 4.61% | -19.5% |
| Q1 2022 | $19,427,000 | -18.6% | 39,610 | -14.1% | 5.72% | -13.9% |
| Q4 2021 | $23,869,000 | +7.5% | 46,109 | -0.1% | 6.65% | -0.6% |
| Q3 2021 | $22,201,000 | -5.7% | 46,168 | -3.7% | 6.69% | -9.6% |
| Q2 2021 | $23,536,000 | +49.2% | 47,934 | -20.1% | 7.40% | -2.7% |
| Q1 2021 | $15,776,000 | -25.1% | 60,012 | +19.7% | 7.61% | +3.5% |
| Q4 2020 | $21,061,000 | +14.2% | 50,155 | -7.8% | 7.35% | +1.8% |
| Q3 2020 | $18,437,000 | -1.0% | 54,413 | -5.2% | 7.22% | -6.0% |
| Q2 2020 | $18,626,000 | +18.1% | 57,401 | -4.4% | 7.69% | +1.1% |
| Q1 2020 | $15,776,000 | – | 60,012 | – | 7.61% | – |
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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% |