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 | $3,206,069 | -5.5% | 7,021 | -0.9% | 0.90% | -4.4% |
| Q2 2023 | $3,393,556 | +4.3% | 7,086 | -0.2% | 0.95% | +2.0% |
| Q1 2023 | $3,255,169 | +0.0% | 7,101 | -3.4% | 0.93% | -5.2% |
| Q4 2022 | $3,254,949 | +12.0% | 7,351 | +1.6% | 0.98% | -0.8% |
| Q3 2022 | $2,906,000 | +3.9% | 7,236 | +7.0% | 0.99% | +9.8% |
| Q2 2022 | $2,796,000 | -21.5% | 6,761 | -6.9% | 0.90% | -11.9% |
| Q1 2022 | $3,561,000 | +0.3% | 7,261 | +5.8% | 1.02% | +2.5% |
| Q4 2021 | $3,552,000 | +7.7% | 6,861 | 0.0% | 1.00% | -2.3% |
| Q3 2021 | $3,299,000 | +0.9% | 6,861 | +3.0% | 1.02% | +9.3% |
| Q2 2021 | $3,271,000 | +4.7% | 6,661 | +1.5% | 0.93% | -2.3% |
| Q1 2021 | $3,123,000 | +7.6% | 6,561 | -5.1% | 0.95% | +7.8% |
| Q4 2020 | $2,902,000 | +14.0% | 6,911 | -8.0% | 0.88% | +2.9% |
| Q3 2020 | $2,545,000 | +7.3% | 7,511 | +2.7% | 0.86% | +3.4% |
| Q2 2020 | $2,372,000 | -1.0% | 7,311 | -19.8% | 0.83% | -9.0% |
| Q1 2020 | $2,395,000 | -4.9% | 9,111 | +35.8% | 0.91% | +9.1% |
| Q4 2019 | $2,519,000 | +7.5% | 6,711 | +0.9% | 0.84% | +1.0% |
| Q3 2019 | $2,344,000 | -7.7% | 6,650 | -7.1% | 0.83% | -9.5% |
| Q2 2019 | $2,539,000 | +5.6% | 7,160 | +2.9% | 0.92% | +1.9% |
| Q1 2019 | $2,404,000 | +5.1% | 6,960 | -7.9% | 0.90% | -5.5% |
| Q4 2018 | $2,288,000 | -42.7% | 7,560 | -30.4% | 0.95% | -40.3% |
| Q3 2018 | $3,991,000 | +3.1% | 10,860 | -0.4% | 1.59% | -4.7% |
| Q2 2018 | $3,870,000 | +53.0% | 10,900 | +47.3% | 1.67% | +50.7% |
| Q1 2018 | $2,529,000 | -7.0% | 7,400 | -6.0% | 1.11% | -5.9% |
| Q4 2017 | $2,718,000 | +4.5% | 7,870 | -1.3% | 1.18% | +0.8% |
| Q3 2017 | $2,601,000 | +2.8% | 7,970 | 0.0% | 1.17% | -4.3% |
| Q2 2017 | $2,531,000 | -2.1% | 7,970 | -3.6% | 1.22% | -5.8% |
| Q1 2017 | $2,584,000 | +1.1% | 8,270 | -2.4% | 1.30% | -1.1% |
| Q4 2016 | $2,556,000 | -2.3% | 8,470 | -8.6% | 1.31% | -7.1% |
| Q3 2016 | $2,617,000 | +1.5% | 9,270 | -2.1% | 1.41% | +2.2% |
| Q2 2016 | $2,578,000 | +3.6% | 9,470 | 0.0% | 1.38% | +3.0% |
| Q1 2016 | $2,488,000 | -4.6% | 9,470 | -7.8% | 1.34% | -4.1% |
| Q4 2015 | $2,609,000 | +20.9% | 10,270 | +18.5% | 1.40% | +16.2% |
| Q3 2015 | $2,158,000 | -23.9% | 8,670 | -16.4% | 1.20% | -16.2% |
| Q2 2015 | $2,834,000 | -4.3% | 10,375 | -2.8% | 1.44% | -1.3% |
| Q1 2015 | $2,960,000 | +20.0% | 10,675 | +14.2% | 1.46% | +20.0% |
| Q4 2014 | $2,467,000 | -15.7% | 9,345 | -20.4% | 1.21% | -14.4% |
| Q3 2014 | $2,928,000 | -3.5% | 11,745 | +0.9% | 1.42% | -3.0% |
| Q2 2014 | $3,034,000 | +3.1% | 11,645 | -0.9% | 1.46% | -6.4% |
| Q1 2014 | $2,943,000 | +2.6% | 11,745 | 0.0% | 1.56% | -6.6% |
| Q4 2013 | $2,868,000 | -25.2% | 11,745 | -30.7% | 1.67% | -30.7% |
| Q3 2013 | $3,835,000 | +4.0% | 16,945 | -3.4% | 2.41% | +4.7% |
| Q2 2013 | $3,686,000 | – | 17,545 | – | 2.30% | – |
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% |