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 | $914,413 | +5.0% | 1,709 | +9.3% | 0.45% | -0.4% |
| Q1 2024 | $870,461 | +24.4% | 1,564 | +13.4% | 0.45% | +9.4% |
| Q4 2023 | $699,589 | +13.5% | 1,379 | +2.2% | 0.42% | +1.2% |
| Q3 2023 | $616,133 | -14.5% | 1,349 | -10.4% | 0.41% | -16.5% |
| Q2 2023 | $720,697 | +3.1% | 1,505 | -1.3% | 0.49% | -4.8% |
| Q1 2023 | $698,913 | +1.1% | 1,525 | -2.2% | 0.52% | -2.6% |
| Q4 2022 | $691,000 | +10.0% | 1,559 | -0.3% | 0.53% | +2.9% |
| Q3 2022 | $628,000 | -0.3% | 1,563 | +2.6% | 0.52% | +3.6% |
| Q2 2022 | $630,000 | -19.1% | 1,524 | -4.0% | 0.50% | -7.3% |
| Q1 2022 | $779,000 | -4.5% | 1,588 | +0.8% | 0.54% | +3.5% |
| Q4 2021 | $816,000 | +10.7% | 1,576 | +2.8% | 0.52% | +0.6% |
| Q3 2021 | $737,000 | -3.3% | 1,533 | -1.3% | 0.52% | -2.1% |
| Q2 2021 | $762,000 | +6.0% | 1,553 | +2.8% | 0.53% | +2.1% |
| Q1 2021 | $719,000 | +12.2% | 1,511 | -1.0% | 0.52% | +2.0% |
| Q4 2020 | $641,000 | +13.5% | 1,526 | -8.5% | 0.50% | +2.0% |
| Q3 2020 | $565,000 | +4.1% | 1,668 | -0.3% | 0.50% | -2.0% |
| Q2 2020 | $543,000 | +11.7% | 1,673 | -10.5% | 0.50% | -7.2% |
| Q1 2020 | $486,000 | -46.6% | 1,870 | -23.3% | 0.54% | -29.0% |
| Q4 2019 | $910,000 | +1.9% | 2,437 | -1.2% | 0.77% | -0.1% |
| Q3 2019 | $893,000 | +4.9% | 2,466 | +0.4% | 0.77% | -1.5% |
| Q2 2019 | $851,000 | -13.3% | 2,456 | -10.5% | 0.78% | -12.0% |
| Q1 2019 | $981,000 | +11.4% | 2,744 | -1.5% | 0.88% | -2.0% |
| Q4 2018 | $881,000 | -9.0% | 2,785 | -2.6% | 0.90% | -5.4% |
| Q3 2018 | $968,000 | -5.0% | 2,860 | -0.3% | 0.96% | +10.1% |
| Q2 2018 | $1,019,000 | +10.9% | 2,870 | +7.4% | 0.87% | +9.1% |
| Q1 2018 | $919,000 | +9.3% | 2,672 | +11.7% | 0.80% | +3.5% |
| Q4 2017 | $841,000 | – | 2,393 | – | 0.77% | – |
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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% |