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 | $281,724 | -4.4% | 617 | +0.3% | 0.16% | +3.3% |
| Q2 2023 | $294,562 | +4.7% | 615 | +0.3% | 0.15% | -4.5% |
| Q1 2023 | $281,218 | +3.7% | 613 | +0.2% | 0.16% | -6.5% |
| Q4 2022 | $271,146 | +10.7% | 612 | +0.3% | 0.17% | +2.4% |
| Q3 2022 | $245,000 | -2.4% | 610 | +0.3% | 0.16% | +2.5% |
| Q2 2022 | $251,000 | -19.6% | 608 | -4.3% | 0.16% | +0.6% |
| Q1 2022 | $312,000 | -5.2% | 635 | 0.0% | 0.16% | +12.0% |
| Q4 2021 | $329,000 | +15.4% | 635 | +7.1% | 0.14% | +12.7% |
| Q3 2021 | $285,000 | -1.7% | 593 | +0.3% | 0.13% | -6.0% |
| Q2 2021 | $290,000 | +1.0% | 591 | -2.2% | 0.13% | -3.6% |
| Q1 2021 | $287,000 | +13.4% | 604 | +0.3% | 0.14% | +9.4% |
| Q4 2020 | $253,000 | +24.6% | 602 | +0.3% | 0.13% | +22.1% |
| Q3 2020 | $203,000 | -62.4% | 600 | -58.3% | 0.10% | -67.6% |
| Q4 2019 | $540,000 | +6.7% | 1,440 | +0.4% | 0.32% | -3.0% |
| Q3 2019 | $506,000 | -0.2% | 1,434 | +0.3% | 0.33% | -2.1% |
| Q2 2019 | $507,000 | +18.2% | 1,429 | +0.8% | 0.34% | -9.1% |
| Q4 2018 | $429,000 | -17.3% | 1,417 | +0.3% | 0.37% | +15.9% |
| Q3 2018 | $519,000 | +3.8% | 1,413 | +0.3% | 0.32% | +4.2% |
| Q2 2018 | $500,000 | +4.2% | 1,409 | +0.3% | 0.31% | +3.7% |
| Q1 2018 | $480,000 | -0.8% | 1,405 | +0.4% | 0.30% | -7.5% |
| Q4 2017 | $484,000 | +6.4% | 1,400 | +0.4% | 0.32% | +1.3% |
| Q3 2017 | $455,000 | +2.9% | 1,394 | +0.1% | 0.32% | -4.8% |
| Q2 2017 | $442,000 | +1.8% | 1,392 | +0.3% | 0.33% | -0.3% |
| Q1 2017 | $434,000 | +4.1% | 1,388 | +0.4% | 0.33% | +1.5% |
| Q4 2016 | $417,000 | +7.2% | 1,383 | +0.4% | 0.33% | +5.1% |
| Q3 2016 | $389,000 | +4.0% | 1,377 | +0.3% | 0.31% | -7.7% |
| Q2 2016 | $374,000 | +3.9% | 1,373 | +0.3% | 0.34% | -0.9% |
| Q1 2016 | $360,000 | +4.0% | 1,369 | +0.4% | 0.34% | +19.6% |
| Q4 2015 | $346,000 | +2.4% | 1,363 | +0.3% | 0.29% | +7.9% |
| Q3 2015 | $338,000 | -8.6% | 1,359 | +0.4% | 0.26% | +2.7% |
| Q2 2015 | $370,000 | -1.3% | 1,354 | +0.2% | 0.26% | +3.2% |
| Q1 2015 | $375,000 | +5.6% | 1,351 | +0.4% | 0.25% | +4.2% |
| Q4 2014 | $355,000 | +6.0% | 1,346 | +0.2% | 0.24% | +5.3% |
| Q3 2014 | $335,000 | -4.0% | 1,343 | +0.4% | 0.23% | +0.9% |
| Q2 2014 | $349,000 | +4.5% | 1,338 | +0.2% | 0.23% | +9.2% |
| Q1 2014 | $334,000 | +2.8% | 1,335 | +0.3% | 0.21% | -1.4% |
| Q4 2013 | $325,000 | – | 1,331 | – | 0.21% | – |
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% |