SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,032 | -4.6% | 1,877 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $901,755 | +3.6% | 1,877 | -0.8% | 0.05% | 0.0% |
| Q1 2023 | $870,028 | +9.2% | 1,893 | +5.6% | 0.05% | +6.1% |
| Q4 2022 | $796,909 | +28.7% | 1,793 | +17.0% | 0.05% | +22.5% |
| Q3 2022 | $619,000 | -2.7% | 1,533 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $636,000 | -13.4% | 1,533 | +2.4% | 0.04% | -2.5% |
| Q1 2022 | $734,000 | -7.8% | 1,497 | -2.6% | 0.04% | 0.0% |
| Q4 2021 | $796,000 | -74.3% | 1,537 | -76.1% | 0.04% | -50.6% |
| Q3 2021 | $3,094,000 | +95.8% | 6,436 | +100.0% | 0.08% | -1.2% |
| Q2 2021 | $1,580,000 | +3.1% | 3,218 | 0.0% | 0.08% | -3.5% |
| Q1 2021 | $1,532,000 | – | 3,218 | – | 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% |