SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,003,321 | -5.1% | 6,577 | -0.5% | 1.68% | -2.9% |
| Q2 2023 | $3,165,595 | -2.5% | 6,610 | -6.7% | 1.73% | -14.2% |
| Q1 2023 | $3,247,376 | +102244.0% | 7,084 | -1.1% | 2.02% | +0.6% |
| Q4 2022 | $3,173 | -99.9% | 7,166 | -4.1% | 2.00% | -4.3% |
| Q3 2022 | $3,003,000 | -23.1% | 7,476 | -20.9% | 2.09% | -12.2% |
| Q2 2022 | $3,906,000 | +4.2% | 9,446 | +23.5% | 2.38% | +6.9% |
| Q1 2022 | $3,750,000 | -6.6% | 7,647 | -1.4% | 2.23% | -3.9% |
| Q4 2021 | $4,016,000 | +7.7% | 7,757 | 0.0% | 2.32% | -2.7% |
| Q3 2021 | $3,730,000 | -3.1% | 7,757 | -1.1% | 2.38% | -4.5% |
| Q2 2021 | $3,850,000 | -0.4% | 7,840 | -3.5% | 2.50% | -6.9% |
| Q1 2021 | $3,867,000 | +8.9% | 8,123 | -4.0% | 2.68% | -1.0% |
| Q4 2020 | $3,552,000 | +23.0% | 8,459 | -0.7% | 2.71% | +0.4% |
| Q3 2020 | $2,887,000 | -5.8% | 8,520 | -9.8% | 2.70% | -11.6% |
| Q2 2020 | $3,064,000 | -1.6% | 9,442 | -20.3% | 3.05% | -13.9% |
| Q1 2020 | $3,114,000 | -24.0% | 11,844 | +8.5% | 3.54% | +1.5% |
| Q4 2019 | $4,099,000 | – | 10,920 | – | 3.49% | – |
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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% |