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 | $800,034 | -4.7% | 1,752 | 0.0% | 0.12% | -4.8% |
| Q2 2023 | $839,051 | +4.7% | 1,752 | +0.2% | 0.12% | -0.8% |
| Q1 2023 | $801,301 | +3.5% | 1,748 | 0.0% | 0.13% | -34.7% |
| Q4 2022 | $773,997 | +19.3% | 1,748 | +8.2% | 0.19% | +16.3% |
| Q3 2022 | $649,000 | -9.5% | 1,615 | +3.2% | 0.17% | +0.6% |
| Q2 2022 | $717,000 | +0.8% | 1,565 | +7.9% | 0.16% | -8.3% |
| Q1 2022 | $711,000 | +96.4% | 1,450 | +107.1% | 0.18% | +80.0% |
| Q4 2021 | $362,000 | +7.4% | 700 | 0.0% | 0.10% | -8.3% |
| Q3 2021 | $337,000 | -2.0% | 700 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $344,000 | +3.3% | 700 | 0.0% | 0.11% | -6.0% |
| Q1 2021 | $333,000 | +13.3% | 700 | 0.0% | 0.12% | +5.5% |
| Q4 2020 | $294,000 | – | 700 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |