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 | $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 ↓ |
|---|---|---|---|
| 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% |