SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,209,345 | -3.9% | 4,129 | -0.1% | 0.90% | -10.2% |
| Q1 2024 | $2,300,158 | +9.4% | 4,134 | -0.3% | 1.00% | +2.2% |
| Q4 2023 | $2,103,090 | +10.8% | 4,145 | -0.2% | 0.98% | -3.3% |
| Q3 2023 | $1,897,339 | -4.7% | 4,155 | 0.0% | 1.02% | -2.2% |
| Q2 2023 | $1,989,871 | +4.5% | 4,155 | 0.0% | 1.04% | -1.5% |
| Q1 2023 | $1,904,694 | +13.3% | 4,155 | +9.5% | 1.05% | +4.8% |
| Q4 2022 | $1,680,388 | +139.0% | 3,795 | +116.9% | 1.01% | +114.0% |
| Q3 2022 | $703,000 | – | 1,750 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |