SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $81,181 | -6.4% | 160 | -15.8% | 0.02% | -16.7% |
| Q3 2023 | $86,762 | -4.6% | 190 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $90,992 | +4.5% | 190 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $87,097 | -25.8% | 190 | -28.3% | 0.02% | -25.0% |
| Q4 2022 | $117,339 | -43.0% | 265 | -51.8% | 0.03% | -30.4% |
| Q4 2019 | $206,000 | +6.7% | 550 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $193,000 | -1.0% | 550 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $195,000 | -1.0% | 550 | 0.0% | 0.04% | -2.2% |
| Q1 2019 | $197,000 | +18.7% | 550 | 0.0% | 0.04% | +4.7% |
| Q4 2018 | $166,000 | -17.8% | 550 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $202,000 | +3.6% | 550 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $195,000 | +4.3% | 550 | 0.0% | 0.04% | +4.7% |
| Q1 2018 | $187,000 | -1.1% | 550 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $189,000 | +5.6% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $179,000 | +4.7% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $171,000 | 0.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $171,000 | +3.6% | 550 | 0.0% | 0.04% | -4.4% |
| Q4 2016 | $165,000 | +6.5% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2016 | $155,000 | +4.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $149,000 | – | 550 | – | 0.04% | – |
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% |