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 | $1,865,197 | -6.3% | 4,085 | -1.7% | 0.04% | -4.5% |
| Q2 2023 | $1,990,904 | +4.5% | 4,157 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $1,905,506 | +5.0% | 4,157 | +10.8% | 0.05% | -8.0% |
| Q4 2022 | $1,814,228 | +18.7% | 3,752 | -1.4% | 0.05% | -13.8% |
| Q3 2022 | $1,528,000 | -9.6% | 3,804 | -7.0% | 0.06% | 0.0% |
| Q2 2022 | $1,691,000 | -7.4% | 4,090 | +9.8% | 0.06% | -19.4% |
| Q1 2022 | $1,827,000 | -56.4% | 3,725 | -54.0% | 0.07% | -57.6% |
| Q4 2021 | $4,191,000 | +118.9% | 8,096 | +103.3% | 0.17% | +93.2% |
| Q3 2021 | $1,915,000 | -1.7% | 3,982 | +0.3% | 0.09% | -2.2% |
| Q2 2021 | $1,949,000 | +4.4% | 3,969 | +1.2% | 0.09% | -9.1% |
| Q1 2021 | $1,866,000 | -2.0% | 3,920 | -13.5% | 0.10% | -27.7% |
| Q4 2020 | $1,904,000 | +260.6% | 4,534 | +191.0% | 0.14% | +197.8% |
| Q3 2020 | $528,000 | +6.9% | 1,558 | +2.4% | 0.05% | -2.1% |
| Q2 2020 | $494,000 | +14.9% | 1,522 | -7.0% | 0.05% | +4.4% |
| Q1 2020 | $430,000 | +16.5% | 1,636 | -99.3% | 0.04% | +12.5% |
| Q2 2018 | $369,000 | +954.3% | 244,960 | +242434.7% | 0.04% | +700.0% |
| Q1 2018 | $35,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $35,000 | +94.4% | 101 | +42.3% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | – | 71 | – | 0.01% | – |
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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% |