SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,054,226 | -2.1% | 4,499 | +2.7% | 0.11% | +3.6% |
| Q2 2023 | $2,098,323 | +3.7% | 4,381 | -0.8% | 0.11% | -1.8% |
| Q1 2023 | $2,024,232 | +2.9% | 4,416 | -0.6% | 0.11% | +0.9% |
| Q4 2022 | $1,967,163 | +3.2% | 4,443 | -6.4% | 0.11% | -7.5% |
| Q3 2022 | $1,906,000 | -3.3% | 4,746 | -0.4% | 0.12% | +4.3% |
| Q2 2022 | $1,971,000 | +3.4% | 4,767 | +22.6% | 0.12% | +13.9% |
| Q1 2022 | $1,907,000 | -9.4% | 3,889 | -4.4% | 0.10% | -6.5% |
| Q4 2021 | $2,105,000 | +5.8% | 4,067 | -1.6% | 0.11% | -4.4% |
| Q3 2021 | $1,989,000 | -3.3% | 4,135 | -1.3% | 0.11% | -5.0% |
| Q2 2021 | $2,057,000 | +14.0% | 4,190 | +10.5% | 0.12% | +7.2% |
| Q1 2021 | $1,805,000 | +9.7% | 3,791 | -3.3% | 0.11% | -0.9% |
| Q4 2020 | $1,646,000 | +24.3% | 3,919 | +0.3% | 0.11% | +5.7% |
| Q3 2020 | $1,324,000 | +4.4% | 3,908 | +0.0% | 0.11% | -3.6% |
| Q2 2020 | $1,268,000 | +12.1% | 3,907 | -9.2% | 0.11% | +8.9% |
| Q1 2020 | $1,131,000 | -31.5% | 4,301 | -2.1% | 0.10% | -9.0% |
| Q4 2019 | $1,650,000 | +129.2% | 4,395 | +115.2% | 0.11% | +98.2% |
| Q3 2019 | $720,000 | +6.7% | 2,042 | +7.2% | 0.06% | +5.7% |
| Q2 2019 | $675,000 | +4.2% | 1,905 | +1.6% | 0.05% | 0.0% |
| Q1 2019 | $648,000 | +18.7% | 1,875 | +3.9% | 0.05% | +3.9% |
| Q4 2018 | $546,000 | -21.6% | 1,805 | -4.6% | 0.05% | -10.5% |
| Q3 2018 | $696,000 | +8.8% | 1,893 | +5.0% | 0.06% | +3.6% |
| Q2 2018 | $640,000 | +4.6% | 1,802 | +0.6% | 0.06% | 0.0% |
| Q1 2018 | $612,000 | -69.9% | 1,792 | -69.6% | 0.06% | -65.8% |
| Q4 2017 | $2,035,000 | +2.7% | 5,891 | -3.0% | 0.16% | +3.9% |
| Q3 2017 | $1,981,000 | -5.1% | 6,071 | -7.6% | 0.16% | -7.2% |
| Q2 2017 | $2,087,000 | -44.0% | 6,572 | -44.9% | 0.17% | -45.4% |
| Q1 2017 | $3,728,000 | – | 11,934 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |