SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,000 | -5.6% | 920 | -1.1% | 0.01% | +8.3% |
| Q2 2023 | $445,000 | +5.2% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $423,000 | +3.9% | 930 | +1.1% | 0.01% | -7.7% |
| Q4 2022 | $407,000 | +10.0% | 920 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $370,000 | -2.6% | 920 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $380,000 | -15.7% | 920 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $451,000 | -21.3% | 920 | -16.8% | 0.01% | -7.7% |
| Q4 2021 | $573,000 | +7.7% | 1,106 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $532,000 | -3.6% | 1,106 | -1.7% | 0.01% | -6.7% |
| Q2 2021 | $552,000 | +3.2% | 1,125 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $535,000 | +38.6% | 1,125 | +22.3% | 0.02% | +21.4% |
| Q4 2020 | $386,000 | +14.5% | 920 | -7.5% | 0.01% | 0.0% |
| Q3 2020 | $337,000 | +31.1% | 995 | +42.1% | 0.01% | +7.7% |
| Q3 2018 | $257,000 | +3.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $249,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $239,000 | – | 700 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KLS Professional Advisors Group, LLC | 1,169,912 | $304,832,000 | 56.21% |
| APERIMUS CAPITAL, LLC | 197,058 | $51,345,000 | 33.39% |
| Spectrum Management Group, LLC | 134,196 | $34,966,000 | 21.74% |
| Capstone Financial Advisors, Inc. | 105,235 | $27,420,000 | 19.07% |
| LBA Wealth Management, LLC | 79,236 | $20,646,000 | 16.83% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 52,782 | $13,753,000,000 | 15.92% |
| Sage Advisory Services, Ltd.Co. | 425,377 | $110,836,000 | 13.80% |
| Leonetti & Associates, LLC | 139,846 | $36,438,000 | 12.51% |
| Confluence Wealth Management LLC | 83,028 | $21,634,000 | 12.33% |
| Financial Advisory Group | 77,761 | $20,261,000 | 11.51% |