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 | $556,000 | +26.5% | 1,040 | +31.6% | 0.05% | -78.6% |
| Q1 2024 | $439,556 | -16.8% | 790 | -24.0% | 0.24% | +357.7% |
| Q4 2023 | $528,000 | +11.2% | 1,040 | 0.0% | 0.05% | -25.7% |
| Q3 2023 | $475,000 | -4.6% | 1,040 | 0.0% | 0.07% | +20.7% |
| Q2 2023 | $498,000 | +4.4% | 1,040 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $477,000 | +3.5% | 1,040 | 0.0% | 0.06% | -10.6% |
| Q4 2022 | $461,000 | +6.5% | 1,040 | -3.6% | 0.07% | -10.8% |
| Q3 2022 | $433,000 | -2.9% | 1,079 | 0.0% | 0.07% | -8.6% |
| Q2 2022 | $446,000 | -15.7% | 1,079 | 0.0% | 0.08% | -4.7% |
| Q1 2022 | $529,000 | +52.0% | 1,079 | +60.6% | 0.08% | +57.4% |
| Q4 2021 | $348,000 | – | 672 | – | 0.05% | – |
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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% |