SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $339,945 | +11.1% | 670 | 0.0% | 0.17% | +8.9% |
| Q3 2023 | $305,949 | -4.7% | 670 | 0.0% | 0.16% | 0.0% |
| Q2 2023 | $320,870 | +4.5% | 670 | 0.0% | 0.16% | -2.5% |
| Q1 2023 | $307,135 | +3.5% | 670 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $296,669 | +4.8% | 670 | -5.0% | 0.16% | +5.9% |
| Q3 2022 | $283,000 | -2.7% | 705 | 0.0% | 0.15% | +4.1% |
| Q2 2022 | $291,000 | -15.9% | 705 | 0.0% | 0.15% | 0.0% |
| Q1 2022 | $346,000 | -5.2% | 705 | 0.0% | 0.15% | +2.8% |
| Q4 2021 | $365,000 | +7.7% | 705 | 0.0% | 0.14% | -0.7% |
| Q3 2021 | $339,000 | +5.6% | 705 | +7.6% | 0.14% | +43.0% |
| Q2 2021 | $321,000 | +2.9% | 655 | 0.0% | 0.10% | +9.9% |
| Q1 2021 | $312,000 | +20.0% | 655 | +5.8% | 0.09% | +15.2% |
| Q4 2020 | $260,000 | +23.8% | 619 | 0.0% | 0.08% | +12.9% |
| Q3 2020 | $210,000 | -18.9% | 619 | -22.5% | 0.07% | -22.2% |
| Q2 2020 | $259,000 | +13.1% | 799 | -8.1% | 0.09% | -4.3% |
| Q1 2020 | $229,000 | -82.5% | 869 | -75.0% | 0.09% | -75.8% |
| Q4 2019 | $1,307,000 | 0.0% | 3,482 | -6.1% | 0.39% | -6.1% |
| Q3 2019 | $1,307,000 | -13.3% | 3,707 | -12.8% | 0.41% | -15.5% |
| Q2 2019 | $1,507,000 | +8.7% | 4,251 | +6.0% | 0.49% | +7.5% |
| Q1 2019 | $1,386,000 | +21.3% | 4,012 | +6.3% | 0.46% | +15.8% |
| Q4 2018 | $1,143,000 | -16.1% | 3,775 | +1.8% | 0.39% | +4.2% |
| Q3 2018 | $1,363,000 | +1.9% | 3,710 | -1.5% | 0.38% | -2.1% |
| Q2 2018 | $1,337,000 | +13.3% | 3,765 | +9.0% | 0.38% | +11.0% |
| Q1 2018 | $1,180,000 | +0.5% | 3,454 | +1.6% | 0.35% | -7.0% |
| Q4 2017 | $1,174,000 | +5.3% | 3,398 | -0.6% | 0.37% | 0.0% |
| Q3 2017 | $1,115,000 | -2.1% | 3,417 | -4.7% | 0.37% | -5.3% |
| Q2 2017 | $1,139,000 | +13.1% | 3,587 | +11.3% | 0.39% | +10.4% |
| Q1 2017 | $1,007,000 | +334.1% | 3,223 | +319.1% | 0.36% | +310.3% |
| Q4 2016 | $232,000 | +954.5% | 769 | +861.2% | 0.09% | +1142.9% |
| Q1 2015 | $22,000 | +4.8% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $21,000 | +5.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $20,000 | -4.8% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $21,000 | -4.5% | 80 | -8.0% | 0.01% | -12.5% |
| Q1 2014 | $22,000 | +4.8% | 87 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $21,000 | +5.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $20,000 | – | 87 | – | 0.01% | – |
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% |