LYELL 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 1,256 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
LYELL WEALTH MANAGEMENT, LP ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$1,181,457
-7.7%
2,208
-4.0%
0.11%
-13.1%
Q1 2024$1,279,720
+7.2%
2,300
-2.2%
0.13%
-4.4%
Q4 2023$1,193,358
+7.3%
2,352
-3.4%
0.14%
-9.3%
Q3 2023$1,111,918
-4.8%
2,435
-0.2%
0.15%
+0.7%
Q2 2023$1,168,540
+1.8%
2,440
-2.5%
0.15%
-7.5%
Q1 2023$1,147,400
-4.8%
2,503
-8.0%
0.16%
-15.3%
Q4 2022$1,205,274
+6.9%
2,722
-3.1%
0.19%
-1.0%
Q3 2022$1,128,000
-3.2%
2,8080.0%0.19%
+1.1%
Q2 2022$1,165,000
-15.8%
2,8080.0%0.19%
+6.7%
Q1 2022$1,384,000
-3.3%
2,808
+1.8%
0.18%
+9.2%
Q4 2021$1,431,000
+9.7%
2,757
+1.9%
0.16%
+2.5%
Q3 2021$1,304,000
-2.3%
2,705
-0.2%
0.16%
-3.6%
Q2 2021$1,335,000
-3.2%
2,711
-6.1%
0.16%
-17.9%
Q1 2021$1,379,000
+32.1%
2,886
+16.5%
0.20%
+20.4%
Q4 2020$1,044,000
+11.2%
2,478
-10.3%
0.17%
-5.1%
Q3 2020$939,000
-5.9%
2,764
-9.6%
0.18%
-19.6%
Q2 2020$998,000
+4.1%
3,056
-15.8%
0.22%
-23.7%
Q1 2020$959,000
-27.4%
3,631
+3.6%
0.29%
-18.7%
Q4 2019$1,321,000
+5.8%
3,506
-0.6%
0.35%
-5.9%
Q3 2019$1,248,000
-1.6%
3,526
-0.6%
0.38%
-1.8%
Q2 2019$1,268,000
+3.3%
3,548
+0.1%
0.38%
-6.8%
Q1 2019$1,228,000
+13.9%
3,5460.0%0.41%
-8.9%
Q4 2018$1,078,000
-18.9%
3,546
-1.4%
0.45%
+0.7%
Q3 2018$1,329,000
-6.6%
3,596
-9.7%
0.45%
-14.0%
Q2 2018$1,423,000
+1.7%
3,984
-2.4%
0.52%
+0.4%
Q1 2018$1,399,000
-8.7%
4,084
-7.6%
0.52%
-14.8%
Q4 2017$1,532,000
+3.5%
4,419
-2.1%
0.61%
-4.9%
Q3 2017$1,480,000
-0.1%
4,515
-3.0%
0.64%
-11.4%
Q2 2017$1,482,000
+14.8%
4,657
+13.0%
0.72%
+3.1%
Q1 2017$1,291,000
+14.0%
4,121
+10.3%
0.70%
-0.6%
Q4 2016$1,132,0003,7360.70%
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