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 | $881,812 | -4.9% | 1,648 | -1.1% | 0.05% | -6.1% |
| Q1 2024 | $927,519 | +6.8% | 1,667 | -2.6% | 0.05% | +2.1% |
| Q4 2023 | $868,635 | -4.7% | 1,712 | -14.2% | 0.05% | -12.7% |
| Q3 2023 | $910,997 | -5.8% | 1,995 | -1.2% | 0.06% | -5.2% |
| Q2 2023 | $967,398 | +4.1% | 2,020 | -0.3% | 0.06% | 0.0% |
| Q1 2023 | $929,197 | +101340.7% | 2,027 | -2.0% | 0.06% | 0.0% |
| Q4 2022 | $916 | -99.9% | 2,068 | -1.7% | 0.06% | -3.3% |
| Q3 2022 | $845,000 | -4.4% | 2,104 | -1.6% | 0.06% | -1.6% |
| Q2 2022 | $884,000 | -16.4% | 2,138 | -0.8% | 0.06% | -9.0% |
| Q1 2022 | $1,057,000 | -6.6% | 2,155 | -1.5% | 0.07% | -6.9% |
| Q4 2021 | $1,132,000 | -5.7% | 2,187 | -12.4% | 0.07% | -14.3% |
| Q3 2021 | $1,201,000 | -23.0% | 2,498 | -21.4% | 0.08% | -22.2% |
| Q2 2021 | $1,560,000 | -16.5% | 3,178 | -19.1% | 0.11% | -20.0% |
| Q1 2021 | $1,869,000 | +12.9% | 3,926 | -0.4% | 0.14% | +4.7% |
| Q4 2020 | $1,656,000 | +12.7% | 3,943 | -9.1% | 0.13% | +2.4% |
| Q3 2020 | $1,470,000 | +0.2% | 4,337 | -4.0% | 0.13% | -4.5% |
| Q2 2020 | $1,467,000 | +16.5% | 4,520 | -5.7% | 0.13% | +3.1% |
| Q1 2020 | $1,259,000 | -27.7% | 4,791 | +3.3% | 0.13% | -10.5% |
| Q4 2019 | $1,741,000 | +9.4% | 4,638 | 0.0% | 0.14% | -1.4% |
| Q3 2019 | $1,592,000 | -5.1% | 4,638 | -1.9% | 0.14% | -12.7% |
| Q2 2019 | $1,677,000 | +22.5% | 4,728 | +11.2% | 0.17% | +14.5% |
| Q1 2019 | $1,369,000 | -1.3% | 4,253 | -7.2% | 0.14% | -14.7% |
| Q4 2018 | $1,387,000 | +0.7% | 4,583 | +22.3% | 0.17% | +1.2% |
| Q3 2018 | $1,377,000 | +5.5% | 3,747 | +1.9% | 0.17% | -0.6% |
| Q2 2018 | $1,305,000 | +3.6% | 3,677 | -0.3% | 0.17% | +1.2% |
| Q1 2018 | $1,260,000 | +7.5% | 3,687 | +8.7% | 0.17% | +10.6% |
| Q4 2017 | $1,172,000 | +22.7% | 3,392 | +15.9% | 0.15% | +5.6% |
| Q3 2017 | $955,000 | 0.0% | 2,927 | -2.7% | 0.14% | -4.7% |
| Q2 2017 | $955,000 | +1.3% | 3,007 | -0.3% | 0.15% | +0.7% |
| Q1 2017 | $943,000 | +2.9% | 3,017 | -0.7% | 0.15% | +1.4% |
| Q4 2016 | $916,000 | +7.1% | 3,037 | +0.3% | 0.15% | -0.7% |
| Q3 2016 | $855,000 | -50.7% | 3,028 | -53.3% | 0.15% | -3.3% |
| Q2 2016 | $1,735,000 | +97.4% | 6,487 | +94.0% | 0.15% | -3.2% |
| Q1 2016 | $879,000 | -8.6% | 3,344 | -11.7% | 0.16% | -6.5% |
| Q4 2015 | $962,000 | +8.1% | 3,787 | +6.0% | 0.17% | -3.4% |
| Q3 2015 | $890,000 | -5.1% | 3,574 | +4.1% | 0.18% | -5.9% |
| Q2 2015 | $938,000 | +20.7% | 3,432 | +22.5% | 0.19% | +13.4% |
| Q1 2015 | $777,000 | +17.9% | 2,802 | +12.3% | 0.16% | +20.6% |
| Q4 2014 | $659,000 | +43.3% | 2,495 | +35.2% | 0.14% | +34.7% |
| Q3 2014 | $460,000 | -1.7% | 1,846 | +2.8% | 0.10% | -4.7% |
| Q2 2014 | $468,000 | +37.6% | 1,796 | +32.4% | 0.11% | +32.5% |
| Q1 2014 | $340,000 | +47.8% | 1,356 | +44.3% | 0.08% | +45.5% |
| Q4 2013 | $230,000 | – | 940 | – | 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% |