SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,129,840 | -0.8% | 2,474 | +4.0% | 0.45% | +6.6% |
| Q2 2023 | $1,138,966 | +1.0% | 2,378 | -3.3% | 0.42% | -3.0% |
| Q1 2023 | $1,127,802 | -0.4% | 2,460 | -3.8% | 0.44% | -0.9% |
| Q4 2022 | $1,132,766 | +10.2% | 2,558 | 0.0% | 0.44% | +3.3% |
| Q3 2022 | $1,028,000 | -2.8% | 2,558 | 0.0% | 0.43% | +3.1% |
| Q2 2022 | $1,058,000 | -16.2% | 2,558 | -0.6% | 0.42% | +6.1% |
| Q1 2022 | $1,262,000 | +2.9% | 2,574 | +8.7% | 0.39% | +8.0% |
| Q4 2021 | $1,226,000 | +24.8% | 2,369 | +16.0% | 0.36% | +19.9% |
| Q3 2021 | $982,000 | -2.4% | 2,043 | 0.0% | 0.30% | +0.7% |
| Q2 2021 | $1,006,000 | +14.8% | 2,043 | +11.0% | 0.30% | +7.9% |
| Q1 2021 | $876,000 | +11.5% | 1,841 | -1.6% | 0.28% | 0.0% |
| Q4 2020 | $786,000 | +25.8% | 1,871 | +1.4% | 0.28% | +9.4% |
| Q3 2020 | $625,000 | +9.1% | 1,845 | +4.5% | 0.25% | +4.5% |
| Q2 2020 | $573,000 | +37.4% | 1,765 | +11.1% | 0.24% | +14.6% |
| Q1 2020 | $417,000 | -35.4% | 1,588 | -7.7% | 0.21% | -15.9% |
| Q4 2019 | $646,000 | +5.6% | 1,721 | -0.9% | 0.25% | +10.0% |
| Q3 2019 | $612,000 | -8.5% | 1,736 | -8.0% | 0.23% | -8.4% |
| Q2 2019 | $669,000 | +1.1% | 1,887 | -1.6% | 0.25% | +2.5% |
| Q1 2019 | $662,000 | +30.6% | 1,917 | +14.4% | 0.24% | +16.7% |
| Q4 2018 | $507,000 | -14.4% | 1,675 | +3.9% | 0.21% | 0.0% |
| Q3 2018 | $592,000 | +5.2% | 1,612 | +1.6% | 0.21% | +4.0% |
| Q2 2018 | $563,000 | -0.9% | 1,587 | -4.5% | 0.20% | -3.8% |
| Q1 2018 | $568,000 | -1.0% | 1,662 | 0.0% | 0.21% | -0.5% |
| Q4 2017 | $574,000 | +5.5% | 1,662 | -0.3% | 0.21% | +20900.0% |
| Q3 2017 | $544,000 | +6.9% | 1,667 | +4.1% | 0.00% | -99.5% |
| Q2 2017 | $509,000 | +1.8% | 1,601 | 0.0% | 0.20% | -1.0% |
| Q1 2017 | $500,000 | +19.0% | 1,601 | +15.1% | 0.20% | +14.0% |
| Q4 2016 | $420,000 | +37.3% | 1,391 | +28.2% | 0.18% | +36.9% |
| Q3 2016 | $306,000 | – | 1,085 | – | 0.13% | – |
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% |