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 2023 | $156,171 | -4.7% | 342 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $163,788 | +4.5% | 342 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $156,777 | +3.5% | 342 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $151,434 | +5.9% | 342 | -4.2% | 0.04% | 0.0% |
| Q3 2022 | $143,000 | -66.6% | 357 | -65.5% | 0.04% | -63.2% |
| Q2 2022 | $428,000 | -7.2% | 1,035 | +10.1% | 0.10% | +9.2% |
| Q1 2022 | $461,000 | -5.3% | 940 | 0.0% | 0.09% | +7.4% |
| Q4 2021 | $487,000 | +7.7% | 940 | 0.0% | 0.08% | -2.4% |
| Q3 2021 | $452,000 | -3.4% | 940 | -1.5% | 0.08% | -5.7% |
| Q2 2021 | $468,000 | -32.4% | 954 | -34.4% | 0.09% | -36.7% |
| Q1 2021 | $692,000 | +19.9% | 1,454 | +5.8% | 0.14% | +16.8% |
| Q4 2020 | $577,000 | +23.8% | 1,374 | 0.0% | 0.12% | +19.0% |
| Q3 2020 | $466,000 | +3.8% | 1,374 | -0.7% | 0.10% | -8.3% |
| Q2 2020 | $449,000 | -8.2% | 1,384 | -25.6% | 0.11% | -26.4% |
| Q1 2020 | $489,000 | +12.2% | 1,861 | +60.3% | 0.15% | +34.5% |
| Q4 2019 | $436,000 | +5.6% | 1,161 | -0.9% | 0.11% | -2.7% |
| Q3 2019 | $413,000 | -0.7% | 1,172 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $416,000 | +1.5% | 1,172 | -1.3% | 0.11% | -5.0% |
| Q1 2019 | $410,000 | +17.5% | 1,187 | +3.0% | 0.12% | +1.7% |
| Q4 2018 | $349,000 | -17.5% | 1,152 | 0.0% | 0.12% | +4.5% |
| Q3 2018 | $423,000 | +2.4% | 1,152 | -0.9% | 0.11% | -2.6% |
| Q2 2018 | $413,000 | +1.7% | 1,162 | -2.1% | 0.12% | +0.9% |
| Q1 2018 | $406,000 | -8.8% | 1,187 | -7.8% | 0.11% | -8.8% |
| Q4 2017 | $445,000 | +22.6% | 1,287 | +15.7% | 0.12% | +12.6% |
| Q3 2017 | $363,000 | +2.8% | 1,112 | 0.0% | 0.11% | -0.9% |
| Q2 2017 | $353,000 | -3.6% | 1,112 | -5.1% | 0.11% | -3.4% |
| Q1 2017 | $366,000 | +3.4% | 1,172 | 0.0% | 0.12% | 0.0% |
| Q4 2016 | $354,000 | +47.5% | 1,172 | +37.6% | 0.12% | +45.0% |
| Q3 2016 | $240,000 | +3.4% | 852 | 0.0% | 0.08% | +5.3% |
| Q2 2016 | $232,000 | -4.9% | 852 | -8.1% | 0.08% | -5.0% |
| Q1 2016 | $244,000 | -1.6% | 927 | -5.1% | 0.08% | +5.3% |
| Q4 2015 | $248,000 | -2.0% | 977 | -3.9% | 0.08% | -1.3% |
| Q3 2015 | $253,000 | -4.2% | 1,017 | +5.2% | 0.08% | +11.6% |
| Q2 2015 | $264,000 | -1.5% | 967 | 0.0% | 0.07% | -8.0% |
| Q1 2015 | $268,000 | +5.1% | 967 | 0.0% | 0.08% | +4.2% |
| Q4 2014 | $255,000 | +6.7% | 967 | +1.0% | 0.07% | 0.0% |
| Q3 2014 | $239,000 | -1.6% | 957 | +2.7% | 0.07% | +1.4% |
| Q2 2014 | $243,000 | -31.2% | 932 | -33.8% | 0.07% | -31.1% |
| Q1 2014 | $353,000 | -11.8% | 1,407 | -14.2% | 0.10% | +8.4% |
| Q4 2013 | $400,000 | +61.9% | 1,640 | +50.5% | 0.10% | +48.4% |
| Q3 2013 | $247,000 | – | 1,090 | – | 0.06% | – |
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% |