Mayflower Financial Advisors, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,225 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$5,287,885
-5.0%
9,882
-1.2%
0.87%
-6.8%
Q1 2024$5,566,970
+8.2%
10,005
-1.4%
0.93%
+30.9%
Q4 2023$5,146,446
+11.0%
10,143
-0.1%
0.71%
+2.6%
Q3 2023$4,634,452
-5.1%
10,149
-0.5%
0.69%
+9.7%
Q2 2023$4,883,876
+4.5%
10,198
+0.0%
0.63%
+2.9%
Q1 2023$4,673,851
+2.6%
10,196
-0.9%
0.61%
-2.8%
Q4 2022$4,554,378
+13.2%
10,286
+2.7%
0.63%
-2.5%
Q3 2022$4,025,000
-4.0%
10,020
-1.2%
0.65%
+0.9%
Q2 2022$4,193,000
-17.8%
10,140
-2.5%
0.64%
-6.6%
Q1 2022$5,101,000
-5.2%
10,401
+0.0%
0.69%
-3.9%
Q4 2021$5,382,000
+2.5%
10,396
-0.4%
0.72%
+0.8%
Q3 2021$5,253,000
+2.7%
10,436
+0.2%
0.71%
+0.9%
Q2 2021$5,115,000
+2.3%
10,417
-0.8%
0.70%
-5.1%
Q1 2021$4,998,000
+12.7%
10,498
-0.6%
0.74%
-3.1%
Q4 2020$4,435,000–10,561–0.76%–
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Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 42,280$22,623,27914.11%
Conservest Capital Advisors, Inc. 231,963$129,065,66113.92%
Divergent Planning, LLC 61,926$33,000,61713.15%
Granite Bay Wealth Management, LLC 2,113,449$1,136,51311.46%
USA FINANCIAL FORMULAS 131,970$70,614,50811.45%
Oldfather Financial Services, LLC 52,028$27,838,95811.42%
CUMBERLAND ADVISORS INC 47,102$25,203,33810.32%
WADDELL & ASSOCIATES, LLC 136,396$72,982,5839.60%
Tandem Wealth Advisors LLC 32,711$17,503,0079.38%
Hummer Financial Advisory Services Inc 17,138$9,204,4337.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders