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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $20,134,000 | +0.3% | 64,445 | -3.1% | 10.60% | -3.6% |
| Q4 2016 | $20,073,000 | +3.5% | 66,525 | -3.2% | 10.99% | +0.5% |
| Q3 2016 | $19,402,000 | +3.1% | 68,737 | -0.5% | 10.94% | +3.6% |
| Q2 2016 | $18,812,000 | +0.9% | 69,103 | -2.6% | 10.56% | -2.0% |
| Q1 2016 | $18,648,000 | +1.5% | 70,981 | -1.8% | 10.78% | +1.9% |
| Q4 2015 | $18,368,000 | +1.1% | 72,302 | -1.0% | 10.58% | -7.7% |
| Q3 2015 | $18,173,000 | -10.1% | 73,017 | -1.3% | 11.46% | -9.7% |
| Q2 2015 | $20,219,000 | -2.4% | 74,008 | -1.0% | 12.69% | -2.8% |
| Q1 2015 | $20,719,000 | +4.1% | 74,733 | -0.9% | 13.06% | -0.9% |
| Q4 2014 | $19,903,000 | +5.0% | 75,398 | -0.9% | 13.18% | +0.1% |
| Q3 2014 | $18,960,000 | -8.2% | 76,048 | -4.0% | 13.16% | -21.8% |
| Q2 2014 | $20,646,000 | +2.1% | 79,236 | -1.8% | 16.83% | +1.6% |
| Q1 2014 | $20,217,000 | -1.7% | 80,686 | -4.2% | 16.56% | -2.2% |
| Q4 2013 | $20,562,000 | – | 84,203 | – | 16.93% | – |
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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% |