SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,549 | -4.6% | 250 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $120,106 | +4.5% | 250 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $114,901 | +3.4% | 250 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $111,114 | +10.0% | 250 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $101,000 | -2.9% | 250 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $104,000 | -15.4% | 250 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $123,000 | -4.7% | 250 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $129,000 | +7.5% | 250 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $120,000 | -2.4% | 250 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $123,000 | -72.6% | 250 | -80.4% | 0.02% | -81.1% |
| Q3 2019 | $449,000 | -0.7% | 1,274 | 0.0% | 0.12% | -3.2% |
| Q2 2019 | $452,000 | +2.7% | 1,274 | 0.0% | 0.13% | +1.6% |
| Q1 2019 | $440,000 | +14.0% | 1,274 | 0.0% | 0.12% | -0.8% |
| Q4 2018 | $386,000 | -17.5% | 1,274 | 0.0% | 0.12% | -14.4% |
| Q3 2018 | $468,000 | +3.5% | 1,274 | 0.0% | 0.15% | -3.3% |
| Q2 2018 | $452,000 | +3.9% | 1,274 | 0.0% | 0.15% | +0.7% |
| Q1 2018 | $435,000 | -1.1% | 1,274 | 0.0% | 0.15% | -6.8% |
| Q4 2017 | $440,000 | +5.8% | 1,274 | 0.0% | 0.16% | -11.0% |
| Q3 2017 | $416,000 | +2.7% | 1,274 | 0.0% | 0.18% | +0.6% |
| Q2 2017 | $405,000 | +1.8% | 1,274 | 0.0% | 0.18% | +1.1% |
| Q1 2017 | $398,000 | +3.1% | 1,274 | -0.4% | 0.18% | -5.8% |
| Q4 2016 | $386,000 | +6.9% | 1,279 | 0.0% | 0.19% | +3.8% |
| Q3 2016 | $361,000 | +3.7% | 1,279 | 0.0% | 0.18% | 0.0% |
| Q2 2016 | $348,000 | +3.6% | 1,279 | 0.0% | 0.18% | -3.2% |
| Q1 2016 | $336,000 | +3.4% | 1,279 | 0.0% | 0.19% | -1.6% |
| Q4 2015 | $325,000 | +2.2% | 1,279 | 0.0% | 0.19% | 0.0% |
| Q3 2015 | $318,000 | -8.9% | 1,279 | 0.0% | 0.19% | -8.2% |
| Q2 2015 | $349,000 | -1.7% | 1,279 | 0.0% | 0.21% | -1.0% |
| Q1 2015 | $355,000 | +5.0% | 1,279 | 0.0% | 0.21% | -4.1% |
| Q4 2014 | $338,000 | +6.0% | 1,279 | 0.0% | 0.22% | -20.1% |
| Q3 2014 | $319,000 | -4.2% | 1,279 | 0.0% | 0.27% | -4.9% |
| Q2 2014 | $333,000 | +4.1% | 1,279 | 0.0% | 0.29% | -15.5% |
| Q1 2014 | $320,000 | – | 1,279 | – | 0.34% | – |
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% |