GUARDIAN WEALTH ADVISORS, LLC / NC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,283 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2024. The put-call ratio across all filers is 1.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$288,541
-13.6%
539
-10.2%
0.03%
-17.1%
Q1 2024$333,978
+1.2%
600
-7.7%
0.04%
-18.0%
Q4 2023$329,923
+10.2%
650
-0.5%
0.05%
-2.0%
Q3 2023$299,324
-6.3%
653
-1.8%
0.05%
-7.3%
Q2 2023$319,491
+3.7%
665
-1.0%
0.06%
+1.9%
Q1 2023$308,052
-2.2%
672
-5.2%
0.05%
-11.5%
Q4 2022$315,1197090.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2024
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders