Court Place Advisors, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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
Court Place Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$4,723,368
-1.8%
8,827
+2.1%
1.48%
-4.5%
Q1 2024$4,810,575
+4.4%
8,646
-4.8%
1.55%
+2.4%
Q4 2023$4,608,988
+14.9%
9,084
+3.4%
1.52%
+6.4%
Q3 2023$4,010,182
-0.9%
8,782
+3.9%
1.42%
+0.4%
Q2 2023$4,047,331
+3.9%
8,451
-0.5%
1.42%
+0.6%
Q1 2023$3,894,389
+2.1%
8,495
-1.4%
1.41%
+2.1%
Q4 2022$3,813,688
+11.2%
8,613
+0.8%
1.38%
+0.1%
Q3 2022$3,431,000
-0.6%
8,543
+2.4%
1.38%
+5.7%
Q2 2022$3,450,000
-15.6%
8,343
+0.1%
1.31%
-1.0%
Q1 2022$4,089,000
-10.1%
8,337
-5.1%
1.32%
+5.4%
Q4 2021$4,546,000
+5.7%
8,781
-1.8%
1.25%
-1.6%
Q3 2021$4,299,000
+1.2%
8,939
+3.4%
1.27%
+2.8%
Q2 2021$4,246,000
+7.8%
8,648
+4.5%
1.24%
+1.3%
Q1 2021$3,938,000
+10.7%
8,273
-2.3%
1.22%
+2.7%
Q4 2020$3,557,000
+22.4%
8,471
-1.3%
1.19%
+9.4%
Q3 2020$2,907,000
+3.9%
8,580
-0.5%
1.09%
-0.3%
Q2 2020$2,798,000
+26.8%
8,622
+2.7%
1.09%
+10.2%
Q1 2020$2,206,000
-30.2%
8,392
-0.3%
0.99%
-13.1%
Q4 2019$3,159,000
+10.0%
8,417
+3.3%
1.14%
+2.2%
Q3 2019$2,873,000
+4.9%
8,152
+5.6%
1.11%
+3.3%
Q2 2019$2,738,000
-48.6%
7,721
-49.9%
1.08%
+0.3%
Q1 2019$5,324,000
+127.6%
15,414
+99.5%
1.08%
+0.8%
Q4 2018$2,339,000
-16.2%
7,727
+1.8%
1.07%
+0.8%
Q3 2018$2,790,000
+3.4%
7,594
-0.1%
1.06%
-5.4%
Q2 2018$2,698,000
+3.3%
7,601
-0.6%
1.12%
+2.4%
Q1 2018$2,612,000
-99.9%
7,645
-43.4%
1.09%
+13.4%
Q4 2017$2,333,962,000
+105941.0%
13,500
+100.1%
0.96%
-1.7%
Q3 2017$2,201,000
+5.5%
6,745
+2.6%
0.98%
-1.1%
Q2 2017$2,087,000
+2.4%
6,572
+0.7%
0.99%
-1.1%
Q1 2017$2,039,000
+3.0%
6,528
-0.5%
1.00%
-2.7%
Q4 2016$1,980,000
+6.9%
6,5620.0%1.03%0.0%
Q3 2016$1,852,000
+2.7%
6,562
-0.9%
1.03%
-1.4%
Q2 2016$1,803,000
+6.2%
6,622
+2.5%
1.04%
-0.5%
Q1 2016$1,698,000
+9.7%
6,462
+6.1%
1.05%
+5.8%
Q4 2015$1,548,000
+2.7%
6,093
+0.6%
0.99%
-4.8%
Q3 2015$1,507,000
-8.9%
6,0550.0%1.04%
-1.2%
Q2 2015$1,654,000
-1.5%
6,0550.0%1.06%
-1.2%
Q1 2015$1,679,000
+5.7%
6,055
+0.6%
1.07%
+3.8%
Q4 2014$1,589,000
+5.9%
6,0200.0%1.03%
+0.7%
Q3 2014$1,501,000
-4.3%
6,0200.0%1.02%
-5.9%
Q2 2014$1,569,000
+4.0%
6,0200.0%1.09%
-0.8%
Q1 2014$1,508,000
+2.7%
6,020
+0.2%
1.10%
-2.4%
Q4 2013$1,468,0006,0101.12%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
LCM Capital Management Inc 41,798$23,256,42315.03%
Divergent Planning, LLC 60,058$33,175,09914.02%
Conservest Capital Advisors, Inc. 242,106$134,709,16413.74%
Oldfather Financial Services, LLC 51,901$28,877,81011.89%
Granite Bay Wealth Management, LLC 32,784$18,24110.37%
WADDELL & ASSOCIATES, LLC 134,867$75,039,82210.14%
Tandem Wealth Advisors LLC 32,383$17,844,1659.81%
CUMBERLAND ADVISORS INC 44,867$24,963,9999.28%
Pachira Investments Inc. 20,368$11,332,7559.26%
ARVEST TRUST CO N A 257,439$143,239,0598.14%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders