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 ↓ |
|---|---|---|---|
| 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% |