SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,025 | -4.6% | 576 | 0.0% | 0.04% | +7.5% |
| Q2 2023 | $275,852 | +4.5% | 576 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $264,044 | +3.5% | 576 | 0.0% | 0.04% | +680.0% |
| Q4 2022 | $255,047 | +10.4% | 576 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $231,000 | -96.2% | 576 | -95.4% | 0.00% | -96.2% |
| Q3 2021 | $6,004,000 | -2.1% | 12,485 | 0.0% | 0.10% | -5.4% |
| Q2 2021 | $6,130,000 | +3.1% | 12,485 | 0.0% | 0.11% | -4.3% |
| Q1 2021 | $5,943,000 | -6.7% | 12,485 | -17.7% | 0.12% | -10.1% |
| Q4 2020 | $6,368,000 | +23.9% | 15,164 | 0.0% | 0.13% | +4.9% |
| Q3 2020 | $5,138,000 | +4.4% | 15,164 | 0.0% | 0.12% | +1.7% |
| Q2 2020 | $4,920,000 | +23.9% | 15,164 | +0.4% | 0.12% | +27.4% |
| Q1 2020 | $3,972,000 | -41.8% | 15,109 | -16.8% | 0.10% | -14.4% |
| Q4 2019 | $6,819,000 | -8.4% | 18,167 | -14.0% | 0.11% | -19.0% |
| Q3 2019 | $7,447,000 | +0.1% | 21,127 | +0.7% | 0.14% | -6.2% |
| Q2 2019 | $7,436,000 | +2.9% | 20,970 | +0.2% | 0.15% | +5.0% |
| Q1 2019 | $7,225,000 | +7.5% | 20,919 | -5.8% | 0.14% | -2.1% |
| Q4 2018 | $6,719,000 | -20.5% | 22,200 | -3.4% | 0.14% | -1.4% |
| Q3 2018 | $8,447,000 | +3.7% | 22,987 | +0.2% | 0.14% | -2.0% |
| Q2 2018 | $8,142,000 | +4.3% | 22,933 | +0.4% | 0.15% | +0.7% |
| Q1 2018 | $7,808,000 | -0.7% | 22,847 | +0.4% | 0.15% | -11.0% |
| Q4 2017 | $7,860,000 | +6.0% | 22,755 | +0.2% | 0.16% | -2.4% |
| Q3 2017 | $7,414,000 | +3.0% | 22,719 | +0.3% | 0.17% | -27.0% |
| Q2 2017 | $7,198,000 | +2.0% | 22,662 | +0.4% | 0.23% | +98.3% |
| Q1 2017 | $7,054,000 | +3.9% | 22,578 | +0.4% | 0.12% | -38.0% |
| Q4 2016 | $6,788,000 | +7.2% | 22,497 | +0.3% | 0.19% | -20.1% |
| Q3 2016 | $6,331,000 | +4.0% | 22,429 | +0.3% | 0.23% | +6.8% |
| Q2 2016 | $6,088,000 | +4.0% | 22,365 | +0.4% | 0.22% | +21.0% |
| Q1 2016 | $5,853,000 | +3.8% | 22,280 | +0.4% | 0.18% | +28.4% |
| Q4 2015 | $5,639,000 | +2.4% | 22,196 | +0.3% | 0.14% | +1.4% |
| Q3 2015 | $5,505,000 | -8.7% | 22,119 | +0.2% | 0.14% | -6.7% |
| Q2 2015 | $6,029,000 | -1.1% | 22,069 | +0.4% | 0.15% | 0.0% |
| Q1 2015 | $6,095,000 | +5.2% | 21,984 | +0.2% | 0.15% | +4.2% |
| Q4 2014 | $5,791,000 | -83.3% | 21,938 | -84.3% | 0.14% | -83.0% |
| Q3 2014 | $34,773,000 | -5.0% | 139,470 | -0.7% | 0.84% | -3.3% |
| Q2 2014 | $36,613,000 | -3.4% | 140,520 | -7.1% | 0.87% | -8.4% |
| Q1 2014 | $37,916,000 | +2.8% | 151,320 | +0.2% | 0.95% | -0.7% |
| Q4 2013 | $36,873,000 | +4.0% | 150,995 | -3.6% | 0.96% | -7.3% |
| Q3 2013 | $35,442,000 | -6.6% | 156,595 | -13.3% | 1.04% | -9.1% |
| Q2 2013 | $37,964,000 | – | 180,695 | – | 1.14% | – |
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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% |