MISSION WEALTH MANAGEMENT, LP - 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 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$341,280
+8.4%
638
+12.7%
0.01%
+12.5%
Q1 2024$314,923
+16.7%
566
+6.4%
0.01%
-11.1%
Q4 2023$269,927
+20.1%
532
+8.1%
0.01%
+12.5%
Q3 2023$224,667
+5.7%
492
+10.8%
0.01%0.0%
Q2 2023$212,6374440.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 42,280$22,623,27914.11%
Conservest Capital Advisors, Inc. 231,963$129,065,66113.92%
Divergent Planning, LLC 61,926$33,000,61713.15%
Granite Bay Wealth Management, LLC 2,113,449$1,136,51311.46%
USA FINANCIAL FORMULAS 131,970$70,614,50811.45%
Oldfather Financial Services, LLC 52,028$27,838,95811.42%
CUMBERLAND ADVISORS INC 47,102$25,203,33810.32%
WADDELL & ASSOCIATES, LLC 136,396$72,982,5839.60%
Tandem Wealth Advisors LLC 32,711$17,503,0079.38%
Hummer Financial Advisory Services Inc 17,138$9,204,4337.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders