SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,300,000 | -3.4% | 15,686 | -0.6% | 0.16% | +5.4% |
| Q2 2022 | $6,524,000 | -18.9% | 15,777 | -3.8% | 0.15% | -5.7% |
| Q1 2022 | $8,041,000 | -8.1% | 16,396 | -2.9% | 0.16% | -4.3% |
| Q4 2021 | $8,746,000 | -4.0% | 16,894 | -10.8% | 0.16% | +2.5% |
| Q3 2021 | $9,106,000 | -3.9% | 18,937 | -1.9% | 0.16% | +2.6% |
| Q2 2021 | $9,476,000 | -6.3% | 19,300 | -9.2% | 0.16% | -13.3% |
| Q1 2021 | $10,118,000 | +5.2% | 21,255 | -7.2% | 0.18% | +7.8% |
| Q4 2020 | $9,622,000 | +19.2% | 22,913 | -3.9% | 0.17% | -22.0% |
| Q3 2020 | $8,075,000 | -7.6% | 23,833 | -11.5% | 0.21% | -14.4% |
| Q2 2020 | $8,737,000 | +19.4% | 26,926 | -3.3% | 0.25% | +2.9% |
| Q1 2020 | $7,320,000 | -37.5% | 27,846 | -10.7% | 0.24% | -19.8% |
| Q4 2019 | $11,711,000 | +4.8% | 31,197 | -1.6% | 0.30% | -2.3% |
| Q3 2019 | $11,171,000 | -4.2% | 31,693 | -3.6% | 0.31% | -5.2% |
| Q2 2019 | $11,656,000 | +1.5% | 32,871 | -1.1% | 0.33% | -1.2% |
| Q1 2019 | $11,486,000 | +5.5% | 33,253 | -7.6% | 0.33% | -3.5% |
| Q4 2018 | $10,888,000 | -22.7% | 35,973 | -6.2% | 0.34% | -15.3% |
| Q3 2018 | $14,093,000 | -0.3% | 38,353 | -3.7% | 0.40% | -7.3% |
| Q2 2018 | $14,142,000 | -6.1% | 39,833 | -9.6% | 0.44% | -4.0% |
| Q1 2018 | $15,059,000 | -13.1% | 44,067 | -12.2% | 0.46% | -10.1% |
| Q4 2017 | $17,333,000 | +1.7% | 50,182 | -3.9% | 0.51% | -6.3% |
| Q3 2017 | $17,048,000 | -2.6% | 52,242 | -5.2% | 0.54% | -3.6% |
| Q2 2017 | $17,503,000 | -2.8% | 55,107 | -4.4% | 0.56% | -5.4% |
| Q1 2017 | $18,004,000 | +1.3% | 57,627 | -2.2% | 0.59% | +0.2% |
| Q4 2016 | $17,775,000 | -4.1% | 58,909 | -10.3% | 0.59% | -6.0% |
| Q3 2016 | $18,527,000 | +0.3% | 65,637 | -3.3% | 0.63% | -2.2% |
| Q2 2016 | $18,478,000 | -4.9% | 67,876 | -8.3% | 0.64% | -6.7% |
| Q1 2016 | $19,439,000 | -7.6% | 73,993 | -10.6% | 0.69% | -9.1% |
| Q4 2015 | $21,036,000 | -2.7% | 82,806 | -4.6% | 0.76% | -6.0% |
| Q3 2015 | $21,611,000 | -7.9% | 86,828 | +1.1% | 0.81% | +1.4% |
| Q2 2015 | $23,461,000 | -1.5% | 85,874 | -0.1% | 0.80% | +0.4% |
| Q1 2015 | $23,825,000 | +0.1% | 85,936 | -4.7% | 0.79% | -0.1% |
| Q4 2014 | $23,807,000 | +1.3% | 90,189 | -4.3% | 0.79% | +0.5% |
| Q3 2014 | $23,491,000 | -7.7% | 94,220 | -3.5% | 0.79% | -4.8% |
| Q2 2014 | $25,437,000 | -1.1% | 97,625 | -4.9% | 0.83% | -4.4% |
| Q1 2014 | $25,715,000 | -6.3% | 102,628 | -8.6% | 0.87% | -4.3% |
| Q4 2013 | $27,434,000 | +3.5% | 112,343 | -4.1% | 0.91% | -0.5% |
| Q3 2013 | $26,509,000 | +12.0% | 117,127 | +3.9% | 0.91% | +93.0% |
| Q2 2013 | $23,679,000 | -1.0% | 112,707 | -1.2% | 0.47% | +1.1% |
| Q1 2013 | $23,928,000 | +10.3% | 114,096 | -2.3% | 0.47% | +4.5% |
| Q4 2012 | $21,692,000 | +155.0% | 116,798 | +147.0% | 0.45% | +130.4% |
| Q3 2012 | $8,506,000 | +3.3% | 47,280 | -1.7% | 0.19% | -7.2% |
| Q2 2012 | $8,236,000 | -5.6% | 48,074 | -0.4% | 0.21% | -4.1% |
| Q1 2012 | $8,725,000 | +9.8% | 48,282 | -3.1% | 0.22% | +5.8% |
| Q4 2011 | $7,948,000 | +10.4% | 49,834 | -1.6% | 0.21% | -1.4% |
| Q3 2011 | $7,198,000 | -23.2% | 50,642 | -4.2% | 0.21% | -9.9% |
| Q2 2011 | $9,376,000 | -5.2% | 52,838 | -4.1% | 0.23% | -5.7% |
| Q1 2011 | $9,894,000 | +5.5% | 55,104 | -3.3% | 0.25% | -0.4% |
| Q4 2010 | $9,382,000 | – | 56,973 | – | 0.25% | – |
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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% |