SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,129 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,616,071 | -4.1% | 6,758 | -0.3% | 0.10% | -3.8% |
Q1 2024 | $3,772,392 | +10.6% | 6,780 | +0.9% | 0.10% | +3.0% |
Q4 2023 | $3,409,594 | +11.1% | 6,720 | +0.0% | 0.10% | -1.0% |
Q3 2023 | $3,067,708 | -5.1% | 6,718 | -0.5% | 0.10% | -9.7% |
Q2 2023 | $3,234,079 | +2.9% | 6,753 | -1.5% | 0.11% | 0.0% |
Q1 2023 | $3,143,776 | +4.7% | 6,858 | +1.2% | 0.11% | -0.9% |
Q4 2022 | $3,001,231 | +9.1% | 6,778 | -1.1% | 0.11% | 0.0% |
Q3 2022 | $2,752,000 | -13.2% | 6,852 | -10.7% | 0.11% | -8.8% |
Q2 2022 | $3,171,000 | -26.3% | 7,669 | -12.5% | 0.12% | -13.8% |
Q1 2022 | $4,301,000 | -7.5% | 8,769 | -2.4% | 0.14% | -2.0% |
Q4 2021 | $4,649,000 | +3.7% | 8,981 | -3.6% | 0.15% | -3.3% |
Q3 2021 | $4,482,000 | -2.1% | 9,321 | 0.0% | 0.15% | -3.2% |
Q2 2021 | $4,577,000 | +2.8% | 9,321 | -0.3% | 0.16% | -4.2% |
Q1 2021 | $4,451,000 | +80.4% | 9,349 | +59.2% | 0.16% | +46.0% |
Q4 2020 | $2,467,000 | +9.1% | 5,874 | -12.0% | 0.11% | -3.4% |
Q3 2020 | $2,261,000 | +8.8% | 6,674 | +4.2% | 0.12% | +0.9% |
Q2 2020 | $2,079,000 | +22.5% | 6,408 | -0.7% | 0.12% | -4.1% |
Q1 2020 | $1,697,000 | -30.6% | 6,454 | -0.9% | 0.12% | -12.3% |
Q4 2019 | $2,444,000 | +5.7% | 6,512 | -0.8% | 0.14% | -1.4% |
Q3 2019 | $2,313,000 | -0.9% | 6,562 | -0.3% | 0.14% | -2.1% |
Q2 2019 | $2,334,000 | +2.5% | 6,582 | -0.2% | 0.14% | +1.4% |
Q1 2019 | $2,277,000 | +15.2% | 6,592 | +0.9% | 0.14% | +5.2% |
Q4 2018 | $1,977,000 | -17.8% | 6,533 | -0.2% | 0.13% | -5.0% |
Q3 2018 | $2,404,000 | +2.6% | 6,543 | -0.9% | 0.14% | +0.7% |
Q2 2018 | $2,343,000 | +2.6% | 6,601 | -1.2% | 0.14% | -4.1% |
Q1 2018 | $2,283,000 | -1.3% | 6,681 | -0.2% | 0.15% | 0.0% |
Q4 2017 | $2,313,000 | +7.1% | 6,695 | +1.2% | 0.15% | -12.6% |
Q3 2017 | $2,160,000 | +1.8% | 6,618 | -0.9% | 0.17% | -2.9% |
Q2 2017 | $2,121,000 | +1.7% | 6,677 | 0.0% | 0.17% | -0.6% |
Q1 2017 | $2,086,000 | -5.8% | 6,677 | -9.0% | 0.17% | -15.6% |
Q4 2016 | $2,214,000 | +5.5% | 7,337 | -1.3% | 0.20% | +5.7% |
Q3 2016 | $2,099,000 | +396.2% | 7,437 | +378.3% | 0.19% | +288.0% |
Q2 2016 | $423,000 | +93.2% | 1,555 | +76.7% | 0.05% | +47.1% |
Q3 2015 | $219,000 | -44.3% | 880 | -38.8% | 0.03% | -44.3% |
Q2 2015 | $393,000 | +13.3% | 1,437 | +14.8% | 0.06% | +27.1% |
Q1 2015 | $347,000 | +5.2% | 1,252 | 0.0% | 0.05% | +2.1% |
Q4 2014 | $330,000 | +5.8% | 1,252 | 0.0% | 0.05% | -2.1% |
Q3 2014 | $312,000 | -5.7% | 1,252 | -1.3% | 0.05% | -5.9% |
Q2 2014 | $331,000 | +4.1% | 1,269 | 0.0% | 0.05% | +2.0% |
Q1 2014 | $318,000 | +2.6% | 1,269 | 0.0% | 0.05% | 0.0% |
Q4 2013 | $310,000 | -7.5% | 1,269 | -14.1% | 0.05% | -21.9% |
Q3 2013 | $335,000 | – | 1,478 | – | 0.06% | – |
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% |