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 | $2,157,978 | -3.8% | 4,033 | 0.0% | 0.36% | -7.1% |
| Q1 2024 | $2,243,961 | +12.2% | 4,033 | +2.3% | 0.38% | -1.0% |
| Q4 2023 | $2,000,092 | +9.7% | 3,942 | -1.3% | 0.39% | -8.1% |
| Q3 2023 | $1,823,364 | -4.4% | 3,993 | +0.3% | 0.42% | -5.8% |
| Q2 2023 | $1,907,499 | +2.0% | 3,983 | -2.4% | 0.45% | -6.3% |
| Q1 2023 | $1,870,313 | +2.3% | 4,080 | -1.2% | 0.48% | -9.0% |
| Q4 2022 | $1,828,723 | +10.1% | 4,130 | -0.1% | 0.52% | -5.8% |
| Q3 2022 | $1,661,000 | -5.2% | 4,135 | -2.5% | 0.56% | -3.6% |
| Q2 2022 | $1,753,000 | -8.3% | 4,239 | +8.8% | 0.58% | +4.5% |
| Q1 2022 | $1,911,000 | -3.7% | 3,897 | +1.7% | 0.55% | -3.5% |
| Q4 2021 | $1,984,000 | – | 3,833 | – | 0.57% | – |
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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% |