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 | $343,393 | -4.7% | 752 | 0.0% | 0.11% | +9.6% |
| Q2 2023 | $360,140 | +4.2% | 752 | -0.3% | 0.10% | +2.0% |
| Q1 2023 | $345,641 | +2.8% | 754 | -0.7% | 0.10% | 0.0% |
| Q4 2022 | $336,078 | +50.0% | 759 | +66.1% | 0.10% | +67.2% |
| Q1 2022 | $224,000 | -5.9% | 457 | -0.4% | 0.06% | -1.6% |
| Q4 2021 | $238,000 | +7.7% | 459 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $221,000 | -1.8% | 459 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $225,000 | +2.7% | 459 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $219,000 | +6.3% | 459 | -6.3% | 0.06% | 0.0% |
| Q4 2020 | $206,000 | -28.7% | 490 | -55.4% | 0.06% | -52.6% |
| Q1 2020 | $289,000 | -31.4% | 1,098 | -2.1% | 0.13% | -15.3% |
| Q4 2019 | $421,000 | -65.2% | 1,122 | -67.3% | 0.16% | -68.4% |
| Q3 2019 | $1,210,000 | -30.0% | 3,432 | -29.6% | 0.50% | -30.4% |
| Q2 2019 | $1,728,000 | +4.0% | 4,872 | +1.2% | 0.71% | -0.1% |
| Q1 2019 | $1,662,000 | +15.3% | 4,812 | +1.0% | 0.72% | +2.9% |
| Q4 2018 | $1,442,000 | -14.0% | 4,762 | +4.4% | 0.70% | -4.9% |
| Q3 2018 | $1,677,000 | +9.6% | 4,562 | +5.8% | 0.73% | -0.3% |
| Q2 2018 | $1,530,000 | +3.8% | 4,312 | -0.0% | 0.73% | -2.1% |
| Q1 2018 | $1,474,000 | -18.7% | 4,314 | -17.8% | 0.75% | -15.7% |
| Q4 2017 | $1,813,000 | +1.4% | 5,250 | -4.2% | 0.89% | -4.2% |
| Q3 2017 | $1,788,000 | +8.0% | 5,480 | +5.2% | 0.93% | +1.2% |
| Q2 2017 | $1,655,000 | +1.7% | 5,210 | 0.0% | 0.92% | -1.1% |
| Q1 2017 | $1,628,000 | +3.5% | 5,210 | 0.0% | 0.93% | 0.0% |
| Q4 2016 | $1,573,000 | +16.8% | 5,210 | +9.2% | 0.93% | +12.6% |
| Q3 2016 | $1,347,000 | +2.2% | 4,770 | -1.4% | 0.82% | +2.9% |
| Q2 2016 | $1,318,000 | +2.6% | 4,840 | -1.0% | 0.80% | -1.2% |
| Q1 2016 | $1,285,000 | +3.9% | 4,890 | +0.4% | 0.81% | +0.9% |
| Q4 2015 | $1,237,000 | -11.9% | 4,870 | -13.7% | 0.80% | -17.0% |
| Q3 2015 | $1,404,000 | -8.9% | 5,640 | 0.0% | 0.97% | -2.8% |
| Q2 2015 | $1,541,000 | -0.1% | 5,640 | +1.4% | 1.00% | -0.2% |
| Q1 2015 | $1,542,000 | +5.7% | 5,560 | +0.5% | 1.00% | +4.1% |
| Q4 2014 | $1,459,000 | +1.5% | 5,530 | -4.0% | 0.96% | -3.2% |
| Q3 2014 | $1,437,000 | -0.6% | 5,760 | +3.8% | 0.99% | -0.6% |
| Q2 2014 | $1,446,000 | +5.3% | 5,550 | +1.3% | 1.00% | +2.3% |
| Q1 2014 | $1,373,000 | +3.5% | 5,480 | +0.9% | 0.97% | +3.7% |
| Q4 2013 | $1,326,000 | +14.7% | 5,430 | +6.3% | 0.94% | +5.9% |
| Q3 2013 | $1,156,000 | +4.4% | 5,110 | -3.0% | 0.89% | +3.4% |
| Q2 2013 | $1,107,000 | – | 5,270 | – | 0.86% | – |
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% |