SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,256 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2024. The put-call ratio across all filers is 1.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $467 | -3.9% | 873 | 0.0% | 0.20% | -2.0% |
| Q1 2024 | $486 | +9.7% | 873 | 0.0% | 0.20% | -1.0% |
| Q4 2023 | $443 | +11.0% | 873 | 0.0% | 0.20% | +9.2% |
| Q3 2023 | $399 | -4.5% | 873 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $418 | +4.5% | 873 | 0.0% | 0.19% | -2.1% |
| Q1 2023 | $400 | +3.4% | 873 | 0.0% | 0.19% | -0.5% |
| Q4 2022 | $387 | -99.9% | 873 | -5.9% | 0.19% | -10.3% |
| Q3 2022 | $373,000 | -3.4% | 928 | -0.5% | 0.21% | -17.7% |
| Q2 2022 | $386,000 | -18.6% | 933 | -3.4% | 0.26% | +3.2% |
| Q1 2022 | $474,000 | -6.1% | 966 | -1.0% | 0.25% | +3.7% |
| Q4 2021 | $505,000 | +6.8% | 976 | -0.8% | 0.24% | -25.0% |
| Q3 2021 | $473,000 | -0.8% | 984 | +1.2% | 0.32% | -8.7% |
| Q2 2021 | $477,000 | +7.9% | 972 | +4.7% | 0.36% | -7.1% |
| Q1 2021 | $442,000 | +13.3% | 928 | 0.0% | 0.38% | +24.4% |
| Q4 2020 | $390,000 | +15.7% | 928 | -6.8% | 0.31% | -3.5% |
| Q3 2020 | $337,000 | +2.7% | 996 | -1.5% | 0.32% | -4.5% |
| Q2 2020 | $328,000 | +9.0% | 1,011 | -1.3% | 0.33% | +6.1% |
| Q1 2020 | $301,000 | -24.9% | 1,024 | -4.1% | 0.31% | -9.5% |
| Q4 2019 | $401,000 | – | 1,068 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 41,798 | $23,256,423 | 15.03% |
| Divergent Planning, LLC | 60,058 | $33,175,099 | 14.02% |
| Conservest Capital Advisors, Inc. | 242,106 | $134,709,164 | 13.74% |
| Oldfather Financial Services, LLC | 51,901 | $28,877,810 | 11.89% |
| Granite Bay Wealth Management, LLC | 32,784 | $18,241 | 10.37% |
| WADDELL & ASSOCIATES, LLC | 134,867 | $75,039,822 | 10.14% |
| Tandem Wealth Advisors LLC | 32,383 | $17,844,165 | 9.81% |
| CUMBERLAND ADVISORS INC | 44,867 | $24,963,999 | 9.28% |
| Pachira Investments Inc. | 20,368 | $11,332,755 | 9.26% |
| ARVEST TRUST CO N A | 257,439 | $143,239,059 | 8.14% |