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 | $34,676,000 | -4.2% | 75,937 | +0.5% | 2.26% | -0.6% |
| Q2 2023 | $36,190,000 | +4.4% | 75,567 | -0.1% | 2.27% | -2.0% |
| Q1 2023 | $34,677,000 | +3.6% | 75,647 | +0.1% | 2.32% | +1.4% |
| Q4 2022 | $33,458,000 | +10.2% | 75,562 | -0.0% | 2.28% | -2.2% |
| Q3 2022 | $30,358,000 | -2.4% | 75,582 | +0.5% | 2.33% | +3.1% |
| Q2 2022 | $31,101,000 | -16.0% | 75,217 | -0.4% | 2.26% | -3.2% |
| Q1 2022 | $37,040,000 | -5.4% | 75,522 | -0.2% | 2.34% | -5.8% |
| Q4 2021 | $39,156,000 | +7.5% | 75,638 | -0.1% | 2.48% | -2.5% |
| Q3 2021 | $36,411,000 | +0.2% | 75,718 | +2.3% | 2.55% | +0.3% |
| Q2 2021 | $36,334,000 | +2.4% | 73,998 | -0.7% | 2.54% | -2.3% |
| Q1 2021 | $35,492,000 | +15.0% | 74,556 | +1.4% | 2.60% | +5.1% |
| Q4 2020 | $30,876,000 | +24.5% | 73,529 | +0.5% | 2.47% | +12.7% |
| Q3 2020 | $24,802,000 | +3.9% | 73,199 | -0.5% | 2.19% | -4.8% |
| Q2 2020 | $23,873,000 | +20.6% | 73,570 | -2.3% | 2.30% | -7.3% |
| Q1 2020 | $19,796,000 | -34.7% | 75,305 | -6.8% | 2.48% | -16.4% |
| Q4 2019 | $30,319,000 | +8.8% | 80,770 | +2.2% | 2.97% | +2.0% |
| Q3 2019 | $27,861,000 | +0.1% | 79,045 | +0.7% | 2.91% | +0.3% |
| Q2 2019 | $27,830,000 | +2.4% | 78,485 | -0.3% | 2.90% | +3.9% |
| Q1 2019 | $27,180,000 | +16.7% | 78,690 | +2.2% | 2.79% | +1.1% |
| Q4 2018 | $23,296,000 | -19.5% | 76,967 | -2.3% | 2.76% | -8.1% |
| Q3 2018 | $28,944,000 | +8.7% | 78,767 | +5.0% | 3.01% | +0.4% |
| Q2 2018 | $26,627,000 | +6.4% | 75,002 | +2.4% | 2.99% | +3.8% |
| Q1 2018 | $25,020,000 | +2.1% | 73,217 | +3.2% | 2.88% | +2.5% |
| Q4 2017 | $24,495,000 | +6.0% | 70,917 | +0.2% | 2.81% | -2.0% |
| Q3 2017 | $23,106,000 | -0.1% | 70,806 | -2.7% | 2.87% | -2.8% |
| Q2 2017 | $23,125,000 | +6.3% | 72,806 | +4.6% | 2.95% | +2.4% |
| Q1 2017 | $21,745,000 | +8.9% | 69,601 | +5.2% | 2.88% | +2.4% |
| Q4 2016 | $19,972,000 | +6.3% | 66,191 | -0.6% | 2.82% | +1.0% |
| Q3 2016 | $18,788,000 | +3.7% | 66,561 | +0.0% | 2.79% | +2.8% |
| Q2 2016 | $18,112,000 | +12.8% | 66,531 | +8.9% | 2.71% | +6.8% |
| Q1 2016 | $16,058,000 | +4.2% | 61,121 | +0.7% | 2.54% | -0.1% |
| Q4 2015 | $15,415,000 | +6.0% | 60,681 | +3.8% | 2.54% | -0.1% |
| Q3 2015 | $14,544,000 | -9.1% | 58,436 | -0.2% | 2.55% | -0.8% |
| Q2 2015 | $15,992,000 | +2.6% | 58,536 | +4.1% | 2.57% | +2.7% |
| Q1 2015 | $15,584,000 | +4.9% | 56,211 | -0.1% | 2.50% | +4.3% |
| Q4 2014 | $14,849,000 | +8.3% | 56,251 | +2.3% | 2.40% | +4.5% |
| Q3 2014 | $13,710,000 | -1.0% | 54,991 | +3.5% | 2.29% | -1.7% |
| Q2 2014 | $13,845,000 | +2.4% | 53,136 | -1.6% | 2.33% | -4.5% |
| Q1 2014 | $13,527,000 | +2.0% | 53,986 | -0.6% | 2.44% | +0.6% |
| Q4 2013 | $13,257,000 | +9.6% | 54,286 | +1.6% | 2.43% | +1.4% |
| Q3 2013 | $12,092,000 | +6.5% | 53,426 | -1.1% | 2.40% | +2.6% |
| Q2 2013 | $11,353,000 | – | 54,035 | – | 2.34% | – |
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% |