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 | $813,276 | +2.5% | 1,781 | +7.5% | 0.06% | +4.9% |
| Q2 2023 | $793,075 | +3.8% | 1,656 | -0.6% | 0.06% | 0.0% |
| Q1 2023 | $763,712 | -3.9% | 1,666 | -7.1% | 0.06% | -7.6% |
| Q4 2022 | $794,365 | +10.2% | 1,794 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $721,000 | -3.1% | 1,794 | -0.3% | 0.06% | -3.0% |
| Q2 2022 | $744,000 | -15.6% | 1,799 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $882,000 | -27.0% | 1,799 | -22.9% | 0.07% | -23.0% |
| Q4 2021 | $1,208,000 | +8.2% | 2,334 | +0.6% | 0.09% | 0.0% |
| Q3 2021 | $1,116,000 | -1.9% | 2,320 | +0.1% | 0.09% | 0.0% |
| Q2 2021 | $1,138,000 | -0.3% | 2,317 | -3.3% | 0.09% | -6.5% |
| Q1 2021 | $1,141,000 | +12.6% | 2,396 | -0.7% | 0.09% | +6.9% |
| Q4 2020 | $1,013,000 | +24.4% | 2,412 | +0.4% | 0.09% | +10.1% |
| Q3 2020 | $814,000 | +21.1% | 2,403 | +16.0% | 0.08% | +9.7% |
| Q2 2020 | $672,000 | +21.7% | 2,072 | -1.2% | 0.07% | +1.4% |
| Q1 2020 | $552,000 | -35.9% | 2,098 | -8.5% | 0.07% | -17.4% |
| Q4 2019 | $861,000 | +4.4% | 2,293 | -2.1% | 0.09% | -3.4% |
| Q3 2019 | $825,000 | -0.4% | 2,341 | +0.3% | 0.09% | -1.1% |
| Q2 2019 | $828,000 | +1.0% | 2,335 | -1.6% | 0.09% | 0.0% |
| Q1 2019 | $820,000 | +13.6% | 2,374 | -0.5% | 0.09% | +1.1% |
| Q4 2018 | $722,000 | -18.2% | 2,387 | -0.6% | 0.09% | -4.3% |
| Q3 2018 | $883,000 | +5.7% | 2,402 | +2.2% | 0.09% | -2.1% |
| Q2 2018 | $835,000 | +4.0% | 2,351 | +0.0% | 0.10% | +1.1% |
| Q1 2018 | $803,000 | -0.9% | 2,350 | +0.2% | 0.09% | +4.4% |
| Q4 2017 | $810,000 | +5.9% | 2,346 | +0.1% | 0.09% | 0.0% |
| Q3 2017 | $765,000 | +0.8% | 2,343 | -2.0% | 0.09% | -3.2% |
| Q2 2017 | $759,000 | +2.7% | 2,391 | +1.1% | 0.09% | 0.0% |
| Q1 2017 | $739,000 | +1.4% | 2,364 | -2.2% | 0.09% | -4.1% |
| Q4 2016 | $729,000 | +7.0% | 2,416 | +0.2% | 0.10% | +5.4% |
| Q3 2016 | $681,000 | +3.8% | 2,411 | +0.0% | 0.09% | +3.4% |
| Q2 2016 | $656,000 | +31.2% | 2,410 | +26.7% | 0.09% | +30.9% |
| Q1 2016 | $500,000 | -1.6% | 1,902 | -4.9% | 0.07% | -4.2% |
| Q4 2015 | $508,000 | +2.4% | 2,000 | +0.3% | 0.07% | -1.4% |
| Q3 2015 | $496,000 | -8.8% | 1,994 | +0.1% | 0.07% | 0.0% |
| Q2 2015 | $544,000 | -1.8% | 1,993 | -0.3% | 0.07% | -7.7% |
| Q1 2015 | $554,000 | +3.9% | 1,998 | -1.2% | 0.08% | +9.9% |
| Q4 2014 | $533,000 | +5.3% | 2,022 | -0.2% | 0.07% | +1.4% |
| Q3 2014 | $506,000 | -4.2% | 2,027 | 0.0% | 0.07% | -2.8% |
| Q2 2014 | $528,000 | -0.9% | 2,027 | -4.7% | 0.07% | -5.3% |
| Q1 2014 | $533,000 | +2.7% | 2,126 | 0.0% | 0.08% | -2.6% |
| Q4 2013 | $519,000 | +7.9% | 2,126 | +0.1% | 0.08% | -1.3% |
| Q3 2013 | $481,000 | +8.1% | 2,123 | 0.0% | 0.08% | +3.9% |
| Q2 2013 | $445,000 | – | 2,123 | – | 0.08% | – |
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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% |