SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,701 | -5.5% | 1,913 | -0.9% | 0.29% | -3.4% |
| Q2 2023 | $924,939 | +0.9% | 1,931 | -3.4% | 0.30% | -0.7% |
| Q1 2023 | $916,519 | +3.5% | 1,999 | 0.0% | 0.30% | -2.6% |
| Q4 2022 | $885,288 | +10.2% | 1,999 | 0.0% | 0.31% | -2.5% |
| Q3 2022 | $803,000 | -5.6% | 1,999 | -2.9% | 0.32% | -3.7% |
| Q2 2022 | $851,000 | -1.0% | 2,058 | +17.3% | 0.33% | +12.4% |
| Q1 2022 | $860,000 | -2.1% | 1,754 | +3.5% | 0.29% | -0.7% |
| Q4 2021 | $878,000 | +5.5% | 1,695 | -2.0% | 0.29% | -7.3% |
| Q3 2021 | $832,000 | -49.5% | 1,729 | -50.0% | 0.32% | -24.2% |
| Q1 2021 | $1,647,000 | +13.4% | 3,460 | 0.0% | 0.42% | +18.8% |
| Q4 2020 | $1,453,000 | +143.8% | 3,460 | +96.7% | 0.35% | 0.0% |
| Q3 2020 | $596,000 | +2.2% | 1,759 | -2.1% | 0.35% | -7.6% |
| Q2 2020 | $583,000 | +19.5% | 1,797 | -3.2% | 0.38% | +3.5% |
| Q1 2020 | $488,000 | -34.3% | 1,857 | -6.2% | 0.37% | -21.9% |
| Q4 2019 | $743,000 | +9.3% | 1,980 | +2.6% | 0.47% | -5.1% |
| Q3 2019 | $680,000 | -0.7% | 1,930 | -0.1% | 0.50% | -4.4% |
| Q2 2019 | $685,000 | -0.3% | 1,932 | -2.8% | 0.52% | -12.6% |
| Q1 2019 | $687,000 | +1.9% | 1,988 | -10.7% | 0.59% | -23.1% |
| Q4 2018 | $674,000 | – | 2,226 | – | 0.77% | – |
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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% |