SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,141 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17,057,280 | -3.8% | 31,878 | -0.0% | 1.37% | -5.4% |
Q1 2024 | $17,738,032 | +9.7% | 31,880 | +0.0% | 1.45% | -1.7% |
Q4 2023 | $16,167,664 | +11.3% | 31,865 | +0.1% | 1.47% | +2.9% |
Q3 2023 | $14,531,198 | -4.7% | 31,822 | 0.0% | 1.43% | +1.3% |
Q2 2023 | $15,239,874 | +4.0% | 31,822 | -0.5% | 1.41% | +5.8% |
Q1 2023 | $14,660,410 | +5.1% | 31,981 | +1.5% | 1.33% | +3.7% |
Q4 2022 | $13,946,999 | +11.1% | 31,498 | +0.7% | 1.29% | +6.6% |
Q3 2022 | $12,558,000 | -3.1% | 31,266 | -0.3% | 1.21% | +4.0% |
Q2 2022 | $12,962,000 | -16.4% | 31,348 | -0.8% | 1.16% | -5.7% |
Q1 2022 | $15,502,000 | -5.4% | 31,608 | -0.2% | 1.23% | -1.6% |
Q4 2021 | $16,391,000 | +7.6% | 31,662 | -0.1% | 1.25% | +2.2% |
Q3 2021 | $15,233,000 | -2.1% | 31,678 | +0.0% | 1.22% | -0.8% |
Q2 2021 | $15,553,000 | +3.2% | 31,675 | +0.1% | 1.23% | -1.6% |
Q1 2021 | $15,067,000 | +16.3% | 31,650 | +2.6% | 1.25% | +6.5% |
Q4 2020 | $12,951,000 | +23.7% | 30,842 | -0.2% | 1.18% | +12.5% |
Q3 2020 | $10,467,000 | +3.3% | 30,891 | -1.1% | 1.05% | -0.3% |
Q2 2020 | $10,137,000 | +23.4% | 31,241 | -0.0% | 1.05% | +6.6% |
Q1 2020 | $8,214,000 | +63.4% | 31,247 | +133.3% | 0.98% | +107.6% |
Q4 2019 | $5,028,000 | +3.6% | 13,394 | -2.7% | 0.47% | -0.4% |
Q3 2019 | $4,852,000 | -4.4% | 13,767 | -3.8% | 0.48% | -5.0% |
Q2 2019 | $5,074,000 | -1.4% | 14,310 | -4.0% | 0.50% | -4.2% |
Q1 2019 | $5,147,000 | +17.2% | 14,903 | +2.7% | 0.52% | +4.8% |
Q4 2018 | $4,392,000 | -23.8% | 14,510 | -7.5% | 0.50% | -13.5% |
Q3 2018 | $5,761,000 | -11.9% | 15,679 | -14.9% | 0.58% | -24.9% |
Q2 2018 | $6,542,000 | -9.9% | 18,428 | -13.3% | 0.77% | -2.0% |
Q1 2018 | $7,260,000 | -14.8% | 21,245 | -13.9% | 0.78% | -16.1% |
Q4 2017 | $8,522,000 | -6.8% | 24,673 | -12.0% | 0.94% | -10.6% |
Q3 2017 | $9,146,000 | -7.4% | 28,027 | -9.9% | 1.05% | -8.8% |
Q2 2017 | $9,875,000 | -11.7% | 31,090 | -13.1% | 1.15% | -14.8% |
Q1 2017 | $11,178,000 | +4.4% | 35,778 | +0.8% | 1.35% | -5.0% |
Q4 2016 | $10,708,000 | +27.7% | 35,488 | +19.5% | 1.42% | +37.7% |
Q3 2016 | $8,382,000 | +1.8% | 29,697 | -1.8% | 1.03% | -3.0% |
Q2 2016 | $8,231,000 | +6.8% | 30,235 | +3.1% | 1.06% | +1.2% |
Q1 2016 | $7,704,000 | -4.3% | 29,325 | -7.4% | 1.05% | -5.1% |
Q4 2015 | $8,047,000 | +2.5% | 31,675 | +0.4% | 1.10% | +0.5% |
Q3 2015 | $7,852,000 | -20.0% | 31,547 | -12.2% | 1.10% | -16.3% |
Q2 2015 | $9,819,000 | -1.3% | 35,942 | +0.2% | 1.31% | -0.3% |
Q1 2015 | $9,949,000 | -6.3% | 35,884 | -10.8% | 1.32% | -9.4% |
Q4 2014 | $10,615,000 | +0.7% | 40,212 | -4.9% | 1.45% | -2.4% |
Q3 2014 | $10,541,000 | -0.5% | 42,280 | +4.0% | 1.49% | +24.1% |
Q2 2014 | $10,594,000 | +2.8% | 40,659 | -1.1% | 1.20% | +0.5% |
Q1 2014 | $10,301,000 | +7.2% | 41,111 | +4.5% | 1.19% | +5.3% |
Q4 2013 | $9,610,000 | +6.6% | 39,355 | -1.2% | 1.13% | +1.2% |
Q3 2013 | $9,016,000 | +7.7% | 39,836 | 0.0% | 1.12% | +3.2% |
Q2 2013 | $8,369,000 | – | 39,836 | – | 1.09% | – |
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% |