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 | $11,873 | -4.6% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,452 | +4.5% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,919 | +3.5% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,513 | +15.1% | 26 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 26 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $11,000 | -15.4% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 26 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $13,000 | -61.8% | 26 | -61.8% | 0.01% | -58.3% |
| Q2 2021 | $34,000 | -12.8% | 68 | -15.0% | 0.01% | -20.0% |
| Q1 2021 | $39,000 | +11.4% | 80 | -3.6% | 0.02% | +7.1% |
| Q4 2020 | $35,000 | -18.6% | 83 | -34.1% | 0.01% | -30.0% |
| Q3 2020 | $43,000 | +4.9% | 126 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $41,000 | +20.6% | 126 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $34,000 | -78.3% | 126 | -69.8% | 0.02% | -77.7% |
| Q4 2019 | $157,000 | – | 417 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |