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 | $284 | -3.4% | 530 | +0.2% | 0.02% | -11.5% |
| Q1 2024 | $294 | +9.7% | 529 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $268 | +10.7% | 529 | 0.0% | 0.03% | +4.0% |
| Q3 2023 | $242 | -4.3% | 529 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $253 | -99.9% | 529 | -9.4% | 0.02% | -13.8% |
| Q3 2022 | $235,000 | -2.5% | 584 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $241,000 | -18.9% | 584 | -3.5% | 0.03% | 0.0% |
| Q1 2022 | $297,000 | -5.1% | 605 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $313,000 | +7.6% | 605 | 0.0% | 0.03% | -23.1% |
| Q3 2021 | $291,000 | -2.0% | 605 | 0.0% | 0.04% | +30.0% |
| Q2 2021 | $297,000 | +3.1% | 605 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $288,000 | +12.9% | 605 | -22.9% | 0.03% | -16.7% |
| Q2 2020 | $255,000 | -34.9% | 785 | -47.3% | 0.04% | -43.8% |
| Q1 2020 | $392,000 | -33.3% | 1,490 | -4.9% | 0.06% | -22.0% |
| Q4 2019 | $588,000 | +9.5% | 1,567 | +2.9% | 0.08% | +2.5% |
| Q3 2019 | $537,000 | -4.3% | 1,523 | -3.7% | 0.08% | -5.9% |
| Q2 2019 | $561,000 | +2.6% | 1,581 | -0.2% | 0.08% | -4.5% |
| Q1 2019 | $547,000 | +11.6% | 1,584 | -2.1% | 0.09% | -3.3% |
| Q4 2018 | $490,000 | -18.5% | 1,618 | -1.1% | 0.09% | -6.1% |
| Q3 2018 | $601,000 | +7.3% | 1,636 | +3.7% | 0.10% | +1.0% |
| Q2 2018 | $560,000 | – | 1,578 | – | 0.10% | – |
Download | ||||||
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% |