NORTHEAST INVESTMENT MANAGEMENT - SPDR S&P MIDCAP 400 ETF TR ownership

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
NORTHEAST INVESTMENT MANAGEMENT ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$222,693
+7.5%
465
+2.9%
0.01%0.0%
Q1 2023$207,201
+3.6%
452
-17.1%
0.01%
-18.8%
Q3 2018$200,000
-9.1%
545
-22.7%
0.02%
-23.8%
Q1 2017$220,000
+3.3%
7050.0%0.02%
+5.0%
Q4 2016$213,000
+3.4%
705
-16.6%
0.02%
-13.0%
Q4 2013$206,000
-22.6%
845
-28.1%
0.02%
-28.1%
Q3 2013$266,000
+7.7%
1,1750.0%0.03%0.0%
Q2 2013$247,0001,1750.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders