SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172,925,000 | -3.9% | 378,690 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $180,029,000 | -13.5% | 375,912 | -17.2% | 0.05% | -20.3% |
| Q1 2023 | $208,039,000 | +20.0% | 453,829 | +15.9% | 0.06% | +18.0% |
| Q4 2022 | $173,417,000 | +55.9% | 391,648 | +41.4% | 0.05% | +42.9% |
| Q3 2022 | $111,231,000 | +5.5% | 276,929 | +8.6% | 0.04% | +12.9% |
| Q2 2022 | $105,403,000 | -28.1% | 254,912 | -14.7% | 0.03% | -16.2% |
| Q1 2022 | $146,512,000 | -21.0% | 298,732 | -16.6% | 0.04% | -11.9% |
| Q4 2021 | $185,412,000 | -25.6% | 358,158 | -30.9% | 0.04% | -36.4% |
| Q3 2021 | $249,245,000 | +25.8% | 518,311 | +28.5% | 0.07% | +24.5% |
| Q2 2021 | $198,093,000 | -40.2% | 403,440 | -42.0% | 0.05% | -44.8% |
| Q1 2021 | $331,125,000 | +122.4% | 695,571 | +96.2% | 0.10% | +123.3% |
| Q4 2020 | $148,858,000 | +94.6% | 354,495 | +57.0% | 0.04% | +59.3% |
| Q3 2020 | $76,514,000 | +16.0% | 225,812 | +11.0% | 0.03% | +3.8% |
| Q2 2020 | $65,985,000 | -9.0% | 203,354 | -26.3% | 0.03% | -25.7% |
| Q1 2020 | $72,488,000 | -27.9% | 275,748 | +3.0% | 0.04% | -2.8% |
| Q4 2019 | $100,505,000 | +58.8% | 267,742 | +49.1% | 0.04% | +44.0% |
| Q3 2019 | $63,281,000 | -14.8% | 179,537 | -14.3% | 0.02% | -16.7% |
| Q2 2019 | $74,245,000 | +2.2% | 209,382 | -0.5% | 0.03% | -3.2% |
| Q1 2019 | $72,649,000 | +0.4% | 210,334 | -12.0% | 0.03% | -11.4% |
| Q4 2018 | $72,373,000 | +7.7% | 239,114 | +30.8% | 0.04% | +25.0% |
| Q3 2018 | $67,180,000 | -30.7% | 182,823 | -33.0% | 0.03% | -36.4% |
| Q2 2018 | $96,924,000 | +7.7% | 273,007 | +3.6% | 0.04% | +10.0% |
| Q1 2018 | $90,012,000 | -19.6% | 263,402 | -18.8% | 0.04% | -20.0% |
| Q4 2017 | $112,015,000 | +9.8% | 324,297 | +3.7% | 0.05% | +2.0% |
| Q3 2017 | $102,055,000 | +7.7% | 312,737 | +4.8% | 0.05% | 0.0% |
| Q2 2017 | $94,797,000 | -43.3% | 298,460 | -44.2% | 0.05% | -45.6% |
| Q1 2017 | $167,143,000 | +177.7% | 534,993 | +168.2% | 0.09% | +172.7% |
| Q4 2016 | $60,197,000 | -9.6% | 199,501 | -15.4% | 0.03% | -13.2% |
| Q3 2016 | $66,575,000 | -25.2% | 235,859 | -27.8% | 0.04% | -28.3% |
| Q2 2016 | $88,977,000 | +1.1% | 326,844 | -2.4% | 0.05% | -3.6% |
| Q1 2016 | $88,000,000 | +70.2% | 334,958 | +64.5% | 0.06% | +61.8% |
| Q4 2015 | $51,714,000 | -20.9% | 203,561 | -22.5% | 0.03% | -30.6% |
| Q3 2015 | $65,354,000 | -35.4% | 262,588 | -29.1% | 0.05% | -30.0% |
| Q2 2015 | $101,228,000 | +76.5% | 370,530 | +79.1% | 0.07% | +75.0% |
| Q1 2015 | $57,359,000 | +2.0% | 206,890 | -2.9% | 0.04% | +11.1% |
| Q4 2014 | $56,260,000 | +16.0% | 213,137 | +9.6% | 0.04% | +9.1% |
| Q3 2014 | $48,505,000 | -66.4% | 194,554 | -64.9% | 0.03% | -66.3% |
| Q2 2014 | $144,460,000 | -0.0% | 554,413 | -3.9% | 0.10% | -7.5% |
| Q1 2014 | $144,512,000 | -8.1% | 576,729 | -10.4% | 0.11% | -5.4% |
| Q4 2013 | $157,169,000 | -8.1% | 643,606 | -14.8% | 0.11% | -14.5% |
| Q3 2013 | $171,002,000 | +186.8% | 755,541 | +166.2% | 0.13% | +162.0% |
| Q2 2013 | $59,633,000 | – | 283,831 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 182,958 | $55,376,000 | 33.10% |
| Resource Management, LLC | 314,404 | $95,160,000 | 19.95% |
| Howard Capital Management Inc. | 33,544 | $10,093,000 | 14.43% |
| Spectrum Management Group, LLC | 129,456 | $39,182,000 | 13.70% |
| Portland Global Advisors LLC | 102,038 | $30,884,000 | 12.39% |
| RETIREMENT INCOME SOLUTIONS, INC | 62,549 | $18,932,000,000 | 12.26% |
| Legacy Advisors, LLC | 51,087 | $15,463,000 | 11.73% |
| Arvest Bank Trust Division | 480,406 | $145,405,000 | 11.58% |
| Tiller Private Wealth, Inc. | 42,922 | $12,991,000 | 11.41% |
| Freedom Investment Management, Inc. | 465,783 | $140,978,000 | 10.96% |