SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,157,119 | +1.1% | 35,383 | +6.0% | 0.42% | +4.2% |
| Q2 2023 | $15,978,894 | +24.3% | 33,365 | +19.0% | 0.40% | +16.2% |
| Q1 2023 | $12,857,798 | +9.2% | 28,049 | +5.5% | 0.34% | +1.5% |
| Q4 2022 | $11,777,375 | +10.5% | 26,598 | +0.2% | 0.34% | -11.9% |
| Q3 2022 | $10,657,000 | +0.5% | 26,533 | +3.5% | 0.39% | +2.1% |
| Q2 2022 | $10,601,000 | -13.9% | 25,637 | +2.2% | 0.38% | -3.1% |
| Q1 2022 | $12,306,000 | +3.4% | 25,092 | +9.2% | 0.39% | +5.1% |
| Q4 2021 | $11,898,000 | +3.4% | 22,982 | -4.0% | 0.37% | -8.4% |
| Q3 2021 | $11,508,000 | -2.1% | 23,931 | -0.0% | 0.40% | -14.9% |
| Q2 2021 | $11,752,000 | +5.8% | 23,935 | +2.2% | 0.48% | -5.2% |
| Q1 2021 | $11,113,000 | +15.1% | 23,430 | +1.3% | 0.50% | +5.5% |
| Q4 2020 | $9,655,000 | +19.9% | 23,132 | -2.6% | 0.48% | +8.9% |
| Q3 2020 | $8,050,000 | +8.5% | 23,757 | +3.9% | 0.44% | +3.1% |
| Q2 2020 | $7,419,000 | +45.4% | 22,861 | +17.8% | 0.42% | +20.1% |
| Q1 2020 | $5,103,000 | -26.1% | 19,413 | +5.5% | 0.35% | -17.5% |
| Q4 2019 | $6,905,000 | +16.1% | 18,394 | +9.0% | 0.43% | +0.2% |
| Q3 2019 | $5,947,000 | -2.0% | 16,872 | -1.4% | 0.43% | -6.4% |
| Q2 2019 | $6,068,000 | +12.6% | 17,113 | +9.7% | 0.46% | +5.1% |
| Q1 2019 | $5,387,000 | +23.9% | 15,598 | +8.6% | 0.43% | +5.3% |
| Q4 2018 | $4,349,000 | -14.2% | 14,367 | +4.2% | 0.41% | -3.1% |
| Q3 2018 | $5,068,000 | +12.3% | 13,794 | +8.5% | 0.42% | -0.9% |
| Q2 2018 | $4,514,000 | -0.7% | 12,717 | -4.4% | 0.43% | -7.1% |
| Q1 2018 | $4,548,000 | -3.1% | 13,309 | -2.1% | 0.46% | -6.7% |
| Q4 2017 | $4,695,000 | +6.0% | 13,593 | +0.1% | 0.50% | -12.9% |
| Q3 2017 | $4,430,000 | +8.2% | 13,576 | +5.4% | 0.57% | -2.2% |
| Q2 2017 | $4,093,000 | +12.0% | 12,886 | +10.2% | 0.58% | -19.4% |
| Q1 2017 | $3,653,000 | -0.9% | 11,693 | -4.3% | 0.72% | -9.5% |
| Q4 2016 | $3,687,000 | +265.4% | 12,221 | +240.1% | 0.80% | +251.1% |
| Q3 2016 | $1,009,000 | +0.2% | 3,593 | 0.0% | 0.23% | -1.7% |
| Q2 2016 | $1,007,000 | +7.7% | 3,593 | +0.9% | 0.23% | -3.8% |
| Q1 2016 | $935,000 | -11.4% | 3,560 | -14.3% | 0.24% | -26.8% |
| Q4 2015 | $1,055,000 | +0.6% | 4,154 | -1.4% | 0.33% | -0.6% |
| Q3 2015 | $1,049,000 | +0.7% | 4,215 | +10.6% | 0.33% | 0.0% |
| Q2 2015 | $1,042,000 | -0.7% | 3,812 | +0.8% | 0.33% | -6.0% |
| Q1 2015 | $1,049,000 | +53.8% | 3,783 | +46.3% | 0.35% | +47.5% |
| Q4 2014 | $682,000 | +39.8% | 2,586 | +32.1% | 0.24% | +28.0% |
| Q3 2014 | $488,000 | +13.0% | 1,957 | +18.0% | 0.19% | +8.1% |
| Q2 2014 | $432,000 | -26.5% | 1,658 | -29.4% | 0.17% | -34.6% |
| Q1 2014 | $588,000 | – | 2,347 | – | 0.26% | – |
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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% |