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 | $94,642,694 | -4.8% | 207,259 | -0.1% | 1.41% | -3.8% |
| Q2 2023 | $99,381,964 | +5.5% | 207,517 | +1.0% | 1.46% | -1.4% |
| Q1 2023 | $94,171,406 | +3.2% | 205,431 | -0.4% | 1.48% | -3.3% |
| Q4 2022 | $91,289,643 | +7.8% | 206,169 | -2.2% | 1.53% | -3.6% |
| Q3 2022 | $84,682,000 | -1.3% | 210,829 | +1.6% | 1.59% | -2.9% |
| Q2 2022 | $85,781,000 | -13.4% | 207,455 | +2.7% | 1.64% | -2.0% |
| Q1 2022 | $99,049,000 | -2.4% | 201,956 | +3.0% | 1.67% | +2.2% |
| Q4 2021 | $101,500,000 | +9.8% | 196,067 | +2.0% | 1.64% | -8.1% |
| Q3 2021 | $92,426,000 | +0.2% | 192,201 | +2.3% | 1.78% | -2.8% |
| Q2 2021 | $92,243,000 | +6.5% | 187,863 | +3.3% | 1.83% | -5.4% |
| Q1 2021 | $86,613,000 | +14.9% | 181,941 | +1.3% | 1.94% | +2.7% |
| Q4 2020 | $75,397,000 | +25.3% | 179,550 | +1.1% | 1.88% | +8.1% |
| Q3 2020 | $60,197,000 | +4.8% | 177,660 | +0.3% | 1.74% | -3.4% |
| Q2 2020 | $57,458,000 | +20.1% | 177,071 | -2.7% | 1.80% | -7.6% |
| Q1 2020 | $47,846,000 | -31.7% | 182,006 | -2.5% | 1.95% | -14.0% |
| Q4 2019 | $70,101,000 | +4.5% | 186,747 | -1.9% | 2.27% | -24.0% |
| Q3 2019 | $67,095,000 | -1.0% | 190,357 | -0.4% | 2.99% | -2.4% |
| Q2 2019 | $67,787,000 | +2.5% | 191,169 | -0.1% | 3.06% | -9.5% |
| Q1 2019 | $66,127,000 | +12.0% | 191,449 | -1.9% | 3.39% | -1.6% |
| Q4 2018 | $59,042,000 | -29.0% | 195,072 | -13.8% | 3.44% | -19.0% |
| Q3 2018 | $83,198,000 | +0.3% | 226,414 | -3.1% | 4.25% | -5.0% |
| Q2 2018 | $82,947,000 | +3.5% | 233,639 | -0.4% | 4.47% | -1.7% |
| Q1 2018 | $80,135,000 | -1.7% | 234,497 | -0.7% | 4.55% | -1.8% |
| Q4 2017 | $81,556,000 | +3.6% | 236,113 | -2.2% | 4.63% | -3.1% |
| Q3 2017 | $78,751,000 | +2.2% | 241,323 | -0.5% | 4.78% | -3.7% |
| Q2 2017 | $77,053,000 | +3.5% | 242,596 | +1.8% | 4.96% | -0.9% |
| Q1 2017 | $74,464,000 | +14.4% | 238,344 | +10.5% | 5.01% | +5.9% |
| Q4 2016 | $65,067,000 | +7.5% | 215,646 | +0.6% | 4.73% | +3.7% |
| Q3 2016 | $60,505,000 | +2.4% | 214,352 | -1.2% | 4.56% | +0.2% |
| Q2 2016 | $59,064,000 | +3.0% | 216,965 | -0.6% | 4.55% | +3.8% |
| Q1 2016 | $57,330,000 | +1.3% | 218,215 | -2.1% | 4.38% | +1.6% |
| Q4 2015 | $56,611,000 | +4.6% | 222,842 | +2.5% | 4.32% | +5.5% |
| Q3 2015 | $54,096,000 | -7.5% | 217,350 | +1.5% | 4.09% | +6.2% |
| Q2 2015 | $58,490,000 | -2.0% | 214,091 | -0.5% | 3.85% | -3.6% |
| Q1 2015 | $59,658,000 | +4.5% | 215,187 | -0.5% | 4.00% | -0.1% |
| Q4 2014 | $57,088,000 | – | 216,265 | – | 4.00% | – |
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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% |