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 | $2,014,415 | -3.8% | 3,765 | 0.0% | 0.80% | -2.9% |
| Q1 2024 | $2,094,658 | -9.1% | 3,765 | -17.1% | 0.82% | -5.2% |
| Q4 2023 | $2,303,298 | +7.4% | 4,540 | -3.4% | 0.87% | -3.7% |
| Q3 2023 | $2,145,535 | -61.6% | 4,699 | -59.7% | 0.90% | -57.4% |
| Q2 2023 | $5,581,921 | +4.5% | 11,655 | 0.0% | 2.12% | -3.6% |
| Q1 2023 | $5,342,962 | +4.3% | 11,655 | +0.7% | 2.20% | -2.9% |
| Q4 2022 | $5,123,238 | +7.4% | 11,570 | -2.6% | 2.26% | +10.1% |
| Q3 2022 | $4,770,000 | +1.9% | 11,876 | +4.9% | 2.05% | +3.0% |
| Q2 2022 | $4,683,000 | -27.4% | 11,326 | -13.8% | 1.99% | -23.4% |
| Q1 2022 | $6,446,000 | -5.8% | 13,142 | -0.6% | 2.60% | -6.9% |
| Q4 2021 | $6,846,000 | +3.4% | 13,225 | -3.9% | 2.79% | -3.4% |
| Q3 2021 | $6,619,000 | -0.9% | 13,764 | +1.2% | 2.89% | -5.1% |
| Q2 2021 | $6,676,000 | +3.1% | 13,596 | -0.1% | 3.05% | +3.0% |
| Q1 2021 | $6,478,000 | -41.2% | 13,607 | -48.2% | 2.96% | -31.2% |
| Q4 2020 | $11,022,000 | +122.4% | 26,248 | +79.4% | 4.31% | +153.6% |
| Q3 2020 | $4,957,000 | +30.2% | 14,629 | +24.7% | 1.70% | +8.7% |
| Q2 2020 | $3,806,000 | +7.9% | 11,729 | -12.6% | 1.56% | +9.2% |
| Q1 2020 | $3,528,000 | -33.2% | 13,419 | -4.6% | 1.43% | -16.6% |
| Q4 2019 | $5,279,000 | +5.7% | 14,062 | -0.6% | 1.72% | +2.4% |
| Q3 2019 | $4,994,000 | -1.4% | 14,152 | -0.9% | 1.68% | -2.8% |
| Q2 2019 | $5,063,000 | +0.9% | 14,279 | -1.7% | 1.72% | -0.7% |
| Q1 2019 | $5,016,000 | +14.2% | 14,523 | +0.1% | 1.74% | -0.9% |
| Q4 2018 | $4,391,000 | -18.8% | 14,507 | -1.4% | 1.75% | -20.9% |
| Q3 2018 | $5,409,000 | +3.4% | 14,720 | -0.1% | 2.21% | -5.4% |
| Q2 2018 | $5,230,000 | +2.1% | 14,731 | -1.8% | 2.34% | +0.5% |
| Q1 2018 | $5,124,000 | +2.0% | 14,995 | +3.1% | 2.33% | +0.9% |
| Q4 2017 | $5,022,000 | – | 14,539 | – | 2.31% | – |
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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% |