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 | $620,133 | -4.5% | 1,358 | +0.1% | 0.24% | 0.0% |
| Q2 2023 | $649,333 | +4.6% | 1,356 | +0.1% | 0.24% | -1.3% |
| Q1 2023 | $620,687 | +3.5% | 1,354 | 0.0% | 0.24% | -2.9% |
| Q4 2022 | $599,538 | +10.2% | 1,354 | 0.0% | 0.24% | -0.4% |
| Q3 2022 | $544,000 | -2.9% | 1,354 | 0.0% | 0.25% | -2.4% |
| Q2 2022 | $560,000 | -15.7% | 1,354 | 0.0% | 0.25% | -6.3% |
| Q1 2022 | $664,000 | -5.3% | 1,354 | 0.0% | 0.27% | -13.5% |
| Q4 2021 | $701,000 | +7.7% | 1,354 | 0.0% | 0.31% | -35.5% |
| Q3 2021 | $651,000 | -3.7% | 1,354 | -1.7% | 0.48% | -2.2% |
| Q2 2021 | $676,000 | +3.0% | 1,377 | 0.0% | 0.49% | -5.4% |
| Q1 2021 | $656,000 | +13.5% | 1,377 | 0.0% | 0.52% | -1.5% |
| Q4 2020 | $578,000 | – | 1,377 | – | 0.53% | – |
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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% |