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 | $216,879 | -7.3% | 405 | -3.6% | 0.03% | 0.0% |
| Q1 2024 | $233,835 | -0.0% | 420 | -8.9% | 0.03% | -21.2% |
| Q4 2023 | $233,902 | -63.4% | 461 | -74.4% | 0.03% | -78.0% |
| Q2 2018 | $639,000 | +3.9% | 1,800 | 0.0% | 0.15% | +1.4% |
| Q1 2018 | $615,000 | -1.1% | 1,800 | 0.0% | 0.15% | +0.7% |
| Q4 2017 | $622,000 | +6.0% | 1,800 | 0.0% | 0.15% | -0.7% |
| Q3 2017 | $587,000 | +2.3% | 1,800 | -0.4% | 0.15% | -2.6% |
| Q2 2017 | $574,000 | +1.6% | 1,807 | 0.0% | 0.15% | +1.3% |
| Q1 2017 | $565,000 | +3.7% | 1,807 | +0.1% | 0.15% | -2.0% |
| Q4 2016 | $545,000 | +6.7% | 1,805 | -0.3% | 0.15% | +6.2% |
| Q3 2016 | $511,000 | +4.1% | 1,811 | +0.3% | 0.14% | +0.7% |
| Q2 2016 | $491,000 | +3.6% | 1,805 | 0.0% | 0.14% | -2.1% |
| Q1 2016 | $474,000 | +3.7% | 1,805 | +0.3% | 0.15% | +5.8% |
| Q4 2015 | $457,000 | -7.1% | 1,800 | 0.0% | 0.14% | +3.0% |
| Q2 2015 | $492,000 | -1.4% | 1,800 | 0.0% | 0.13% | -2.9% |
| Q1 2015 | $499,000 | +5.1% | 1,800 | 0.0% | 0.14% | +11.3% |
| Q4 2014 | $475,000 | +5.8% | 1,800 | 0.0% | 0.12% | +1.6% |
| Q3 2014 | $449,000 | -4.3% | 1,800 | 0.0% | 0.12% | -3.2% |
| Q2 2014 | $469,000 | +4.0% | 1,800 | 0.0% | 0.13% | 0.0% |
| Q1 2014 | $451,000 | +2.5% | 1,800 | 0.0% | 0.13% | +4.1% |
| Q4 2013 | $440,000 | – | 1,800 | – | 0.12% | – |
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% |