SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,881,663 | -3.8% | 3,517 | 0.0% | 0.50% | -9.0% |
| Q1 2024 | $1,956,637 | +9.7% | 3,517 | 0.0% | 0.55% | -2.5% |
| Q4 2023 | $1,784,253 | +8.5% | 3,517 | -2.4% | 0.57% | +1.4% |
| Q3 2023 | $1,644,635 | -4.9% | 3,602 | -0.3% | 0.56% | -1.9% |
| Q2 2023 | $1,729,632 | +5.1% | 3,612 | +0.6% | 0.57% | -4.8% |
| Q1 2023 | $1,645,509 | +101349.4% | 3,590 | -2.0% | 0.60% | +1.5% |
| Q4 2022 | $1,622 | -99.9% | 3,662 | -4.3% | 0.59% | +6.5% |
| Q3 2022 | $1,536,000 | -10.5% | 3,825 | -7.9% | 0.56% | -0.5% |
| Q2 2022 | $1,717,000 | -16.2% | 4,153 | -0.7% | 0.56% | +6.3% |
| Q1 2022 | $2,050,000 | -0.7% | 4,181 | +4.8% | 0.52% | +12.9% |
| Q4 2021 | $2,065,000 | +4.1% | 3,990 | -3.3% | 0.46% | +2.4% |
| Q3 2021 | $1,984,000 | -3.3% | 4,127 | -1.2% | 0.45% | -1.7% |
| Q2 2021 | $2,051,000 | -1.6% | 4,177 | -4.7% | 0.46% | -13.6% |
| Q1 2021 | $2,085,000 | +10.4% | 4,381 | -2.6% | 0.54% | +8.7% |
| Q4 2020 | $1,889,000 | +19.5% | 4,498 | -3.6% | 0.49% | +10.8% |
| Q3 2020 | $1,581,000 | -21.5% | 4,665 | -24.8% | 0.44% | -31.3% |
| Q2 2020 | $2,013,000 | +22.8% | 6,202 | -0.5% | 0.65% | -1.4% |
| Q1 2020 | $1,639,000 | – | 6,235 | – | 0.66% | – |
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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% |