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 ↓ |
|---|---|---|---|
| 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% |