SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $234,851 | -9.2% | 430 | -12.2% | 0.20% | -13.1% |
| Q1 2024 | $258,720 | -4.9% | 490 | -15.5% | 0.24% | -11.3% |
| Q4 2023 | $271,919 | -17.3% | 580 | -19.4% | 0.27% | -21.1% |
| Q3 2023 | $328,780 | -4.6% | 720 | 0.0% | 0.34% | +4.0% |
| Q2 2023 | $344,807 | +0.9% | 720 | 0.0% | 0.32% | -16.5% |
| Q1 2023 | $341,819 | +100731.6% | 720 | 0.0% | 0.39% | +9.0% |
| Q4 2022 | $339 | -99.9% | 720 | 0.0% | 0.36% | +4.4% |
| Q3 2022 | $289,000 | -6.8% | 720 | -4.0% | 0.34% | -2.0% |
| Q2 2022 | $310,000 | -15.8% | 750 | 0.0% | 0.35% | -8.4% |
| Q1 2022 | $368,000 | -5.2% | 750 | 0.0% | 0.38% | -1.6% |
| Q4 2021 | $388,000 | +2.1% | 750 | -5.1% | 0.39% | -6.1% |
| Q3 2021 | $380,000 | -2.1% | 790 | 0.0% | 0.41% | -5.7% |
| Q2 2021 | $388,000 | -6.3% | 790 | -9.2% | 0.44% | -14.7% |
| Q1 2021 | $414,000 | – | 870 | – | 0.51% | – |
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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% |