SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,129 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,590,258 | -13.3% | 2,972 | -9.9% | 0.38% | -9.2% |
| Q1 2024 | $1,834,451 | +8.8% | 3,297 | -0.8% | 0.41% | +7.6% |
| Q4 2023 | $1,685,517 | +7.9% | 3,322 | -2.9% | 0.38% | +1.9% |
| Q3 2023 | $1,561,708 | -7.4% | 3,420 | -2.9% | 0.38% | -3.8% |
| Q2 2023 | $1,686,243 | -15.0% | 3,521 | -18.6% | 0.39% | -12.5% |
| Q1 2023 | $1,983,082 | +102650.4% | 4,326 | -0.7% | 0.45% | +6.7% |
| Q4 2022 | $1,930 | -99.9% | 4,358 | -17.2% | 0.42% | -12.3% |
| Q3 2022 | $2,113,000 | -6.7% | 5,261 | -4.0% | 0.48% | +6.9% |
| Q2 2022 | $2,265,000 | -38.7% | 5,479 | -27.3% | 0.45% | -10.8% |
| Q1 2022 | $3,694,000 | -13.6% | 7,532 | -8.8% | 0.50% | -13.0% |
| Q4 2021 | $4,275,000 | +1.1% | 8,258 | -6.1% | 0.58% | -3.4% |
| Q3 2021 | $4,230,000 | -8.4% | 8,797 | -6.5% | 0.60% | -15.9% |
| Q2 2021 | $4,619,000 | -2.7% | 9,407 | -5.6% | 0.71% | -8.6% |
| Q1 2021 | $4,745,000 | +0.2% | 9,967 | -11.6% | 0.78% | -4.4% |
| Q4 2020 | $4,734,000 | – | 11,274 | – | 0.81% | – |
Download | ||||||
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% |