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 | $4,634,452 | -5.1% | 10,149 | -0.5% | 0.69% | +9.7% |
| Q2 2023 | $4,883,876 | +4.5% | 10,198 | +0.0% | 0.63% | +2.9% |
| Q1 2023 | $4,673,851 | +2.6% | 10,196 | -0.9% | 0.61% | -2.8% |
| Q4 2022 | $4,554,378 | +13.2% | 10,286 | +2.7% | 0.63% | -2.5% |
| Q3 2022 | $4,025,000 | -4.0% | 10,020 | -1.2% | 0.65% | +0.9% |
| Q2 2022 | $4,193,000 | -17.8% | 10,140 | -2.5% | 0.64% | -6.6% |
| Q1 2022 | $5,101,000 | -5.2% | 10,401 | +0.0% | 0.69% | -3.9% |
| Q4 2021 | $5,382,000 | +2.5% | 10,396 | -0.4% | 0.72% | +0.8% |
| Q3 2021 | $5,253,000 | +2.7% | 10,436 | +0.2% | 0.71% | +0.9% |
| Q2 2021 | $5,115,000 | +2.3% | 10,417 | -0.8% | 0.70% | -5.1% |
| Q1 2021 | $4,998,000 | +12.7% | 10,498 | -0.6% | 0.74% | -3.1% |
| Q4 2020 | $4,435,000 | – | 10,561 | – | 0.76% | – |
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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% |