SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,640,549 | -3.8% | 3,066 | +0.0% | 1.01% | -4.2% |
| Q1 2024 | $1,705,219 | +9.7% | 3,065 | +0.1% | 1.05% | +2.9% |
| Q4 2023 | $1,553,793 | +9.4% | 3,062 | -1.5% | 1.02% | +12.9% |
| Q3 2023 | $1,420,225 | -7.7% | 3,110 | -3.1% | 0.90% | -13.1% |
| Q2 2023 | $1,537,912 | +2.7% | 3,211 | -1.7% | 1.04% | -11.6% |
| Q1 2023 | $1,497,014 | +1.9% | 3,266 | -1.5% | 1.18% | -9.9% |
| Q4 2022 | $1,468,537 | +8.7% | 3,317 | -1.4% | 1.31% | +6.1% |
| Q3 2022 | $1,351,000 | -2.8% | 3,364 | +0.1% | 1.23% | -18.6% |
| Q2 2022 | $1,390,000 | -15.7% | 3,362 | +0.0% | 1.51% | -12.1% |
| Q1 2022 | $1,648,000 | -5.2% | 3,361 | +0.1% | 1.72% | -2.2% |
| Q4 2021 | $1,739,000 | +7.1% | 3,359 | -0.5% | 1.76% | +14.8% |
| Q3 2021 | $1,624,000 | -0.2% | 3,376 | +1.9% | 1.53% | +4.9% |
| Q2 2021 | $1,627,000 | +2.8% | 3,314 | -0.3% | 1.46% | -4.3% |
| Q1 2021 | $1,582,000 | – | 3,323 | – | 1.53% | – |
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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% |