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 | $741,705 | -1.2% | 1,624 | +3.6% | 0.02% | 0.0% |
| Q2 2023 | $751,058 | -39.1% | 1,568 | -41.7% | 0.02% | -41.5% |
| Q1 2023 | $1,233,245 | +84.2% | 2,690 | +77.9% | 0.04% | +64.0% |
| Q4 2022 | $669,616 | +12.0% | 1,512 | +4.4% | 0.02% | +108.3% |
| Q2 2022 | $598,000 | +150.2% | 1,448 | +196.7% | 0.01% | +50.0% |
| Q1 2022 | $239,000 | -5.5% | 488 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $253,000 | +0.4% | 488 | -34.4% | 0.01% | -33.3% |
| Q3 2021 | $252,000 | -16.3% | 744 | +21.2% | 0.01% | 0.0% |
| Q2 2021 | $301,000 | -21.4% | 614 | -23.6% | 0.01% | -45.5% |
| Q1 2021 | $383,000 | +13.3% | 804 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $338,000 | +34.1% | 804 | +8.1% | 0.02% | -4.8% |
| Q3 2020 | $252,000 | -8.0% | 744 | -11.8% | 0.02% | -16.0% |
| Q2 2020 | $274,000 | +23.4% | 844 | 0.0% | 0.02% | +4.2% |
| Q1 2020 | $222,000 | -30.2% | 844 | -0.5% | 0.02% | -7.7% |
| Q4 2019 | $318,000 | +6.4% | 848 | 0.0% | 0.03% | +4.0% |
| Q3 2019 | $299,000 | -0.7% | 848 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $301,000 | -25.5% | 848 | -27.5% | 0.02% | -28.6% |
| Q1 2019 | $404,000 | +13.5% | 1,170 | -0.5% | 0.04% | 0.0% |
| Q4 2018 | $356,000 | -17.6% | 1,176 | 0.0% | 0.04% | -10.3% |
| Q3 2018 | $432,000 | +5.6% | 1,176 | +2.1% | 0.04% | -4.9% |
| Q2 2018 | $409,000 | +13.9% | 1,152 | +9.5% | 0.04% | +5.1% |
| Q1 2018 | $359,000 | -1.1% | 1,052 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $363,000 | +5.8% | 1,052 | 0.0% | 0.04% | -2.5% |
| Q3 2017 | $343,000 | +2.7% | 1,052 | 0.0% | 0.04% | -7.0% |
| Q2 2017 | $334,000 | +1.5% | 1,052 | 0.0% | 0.04% | -4.4% |
| Q1 2017 | $329,000 | +3.8% | 1,052 | 0.0% | 0.04% | -13.5% |
| Q4 2016 | $317,000 | +6.7% | 1,052 | 0.0% | 0.05% | -1.9% |
| Q3 2016 | $297,000 | -3.3% | 1,052 | -6.8% | 0.05% | -1.9% |
| Q2 2016 | $307,000 | -6.7% | 1,129 | -9.8% | 0.05% | -10.0% |
| Q1 2016 | $329,000 | +3.1% | 1,251 | -0.2% | 0.06% | -13.0% |
| Q4 2015 | $319,000 | +10.4% | 1,254 | +7.9% | 0.07% | -10.4% |
| Q3 2015 | $289,000 | -11.3% | 1,162 | -2.5% | 0.08% | -9.4% |
| Q2 2015 | $326,000 | -7.6% | 1,192 | -6.4% | 0.08% | -12.4% |
| Q1 2015 | $353,000 | +40.1% | 1,273 | +33.4% | 0.10% | +38.6% |
| Q4 2014 | $252,000 | +2.9% | 954 | -2.9% | 0.07% | 0.0% |
| Q3 2014 | $245,000 | +11.9% | 982 | +16.6% | 0.07% | +9.4% |
| Q2 2014 | $219,000 | -16.1% | 842 | -19.2% | 0.06% | -24.7% |
| Q1 2014 | $261,000 | – | 1,042 | – | 0.08% | – |
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% |