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 | $417,362 | -3.8% | 780 | 0.0% | 0.20% | -6.0% |
| Q1 2024 | $433,992 | +9.7% | 780 | 0.0% | 0.22% | +5.3% |
| Q4 2023 | $395,756 | +11.1% | 780 | 0.0% | 0.21% | +3.0% |
| Q3 2023 | $356,179 | -4.7% | 780 | 0.0% | 0.20% | -12.2% |
| Q2 2023 | $373,550 | +4.5% | 780 | 0.0% | 0.23% | -10.9% |
| Q1 2023 | $357,560 | -13.2% | 780 | -16.1% | 0.26% | -19.7% |
| Q4 2022 | $411,795 | +9.5% | 930 | +2.2% | 0.32% | -30.9% |
| Q2 2022 | $376,000 | -15.7% | 910 | 0.0% | 0.46% | +55.9% |
| Q1 2022 | $446,000 | -5.3% | 910 | 0.0% | 0.30% | -5.1% |
| Q4 2021 | $471,000 | – | 910 | – | 0.31% | – |
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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% |