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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $394,809 | -8.9% | 865 | -4.4% | 0.03% | -5.6% |
Q2 2023 | $433,220 | +1.7% | 905 | -2.7% | 0.04% | -2.7% |
Q1 2023 | $426,136 | +3.5% | 930 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $411,616 | +9.8% | 930 | -0.4% | 0.04% | +5.7% |
Q3 2022 | $375,000 | -2.8% | 934 | 0.0% | 0.04% | +6.1% |
Q2 2022 | $386,000 | +15.9% | 934 | +37.4% | 0.03% | +13.8% |
Q1 2022 | $333,000 | -11.9% | 680 | -6.8% | 0.03% | +3.6% |
Q4 2021 | $378,000 | +5.6% | 730 | -2.0% | 0.03% | -9.7% |
Q3 2021 | $358,000 | -2.2% | 745 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $366,000 | +3.4% | 745 | 0.0% | 0.03% | -6.1% |
Q1 2021 | $354,000 | +17.2% | 745 | +3.6% | 0.03% | -8.3% |
Q4 2020 | $302,000 | +15.7% | 719 | -6.6% | 0.04% | +24.1% |
Q3 2020 | $261,000 | +4.4% | 770 | 0.0% | 0.03% | -3.3% |
Q2 2020 | $250,000 | +23.8% | 770 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $202,000 | -32.2% | 770 | -3.1% | 0.03% | -14.3% |
Q4 2019 | $298,000 | -1.0% | 795 | -7.0% | 0.04% | -7.9% |
Q3 2019 | $301,000 | – | 855 | – | 0.04% | – |
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% |