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 | $375,091 | -3.8% | 701 | 0.0% | 0.25% | +11.9% |
| Q1 2024 | $390,036 | +9.7% | 701 | 0.0% | 0.23% | -12.0% |
| Q4 2023 | $355,673 | +11.1% | 701 | 0.0% | 0.26% | +7.1% |
| Q3 2023 | $320,105 | -4.6% | 701 | 0.0% | 0.24% | -0.8% |
| Q2 2023 | $335,715 | +4.5% | 701 | 0.0% | 0.24% | +1.2% |
| Q1 2023 | $321,345 | +3.5% | 701 | 0.0% | 0.24% | +2.6% |
| Q4 2022 | $310,395 | +10.1% | 701 | 0.0% | 0.23% | -5.6% |
| Q3 2022 | $282,000 | -2.8% | 701 | 0.0% | 0.25% | +7.8% |
| Q2 2022 | $290,000 | -18.5% | 701 | -3.4% | 0.23% | -5.0% |
| Q1 2022 | $356,000 | -5.3% | 726 | 0.0% | 0.24% | -1.2% |
| Q4 2021 | $376,000 | -17.7% | 726 | -24.3% | 0.24% | -32.5% |
| Q1 2021 | $457,000 | +23.8% | 959 | +9.1% | 0.36% | +30.6% |
| Q4 2020 | $369,000 | +3.1% | 879 | -16.8% | 0.28% | -18.5% |
| Q3 2020 | $358,000 | +28.8% | 1,057 | 0.0% | 0.34% | +0.9% |
| Q1 2020 | $278,000 | -32.5% | 1,057 | -3.6% | 0.34% | +10.1% |
| Q4 2019 | $412,000 | – | 1,097 | – | 0.31% | – |
Download | ||||||
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% |