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 | $66,302,576 | -5.8% | 145,197 | -1.2% | 1.18% | -3.7% |
| Q2 2023 | $70,366,533 | +0.4% | 146,934 | -3.9% | 1.22% | -4.2% |
| Q1 2023 | $70,076,855 | -5.4% | 152,873 | -8.6% | 1.28% | -11.5% |
| Q4 2022 | $74,067,100 | +16.5% | 167,278 | +5.7% | 1.44% | +8.2% |
| Q3 2022 | $63,553,000 | -3.4% | 158,229 | -0.5% | 1.33% | +0.2% |
| Q2 2022 | $65,785,000 | -16.6% | 159,101 | -1.1% | 1.33% | -0.2% |
| Q1 2022 | $78,922,000 | -6.9% | 160,917 | -1.8% | 1.33% | -3.4% |
| Q4 2021 | $84,800,000 | +6.5% | 163,811 | -1.0% | 1.38% | -4.9% |
| Q3 2021 | $79,593,000 | -3.1% | 165,514 | -1.1% | 1.45% | -1.0% |
| Q2 2021 | $82,136,000 | +5.0% | 167,281 | +1.8% | 1.46% | -3.8% |
| Q1 2021 | $78,241,000 | +8.0% | 164,359 | -4.7% | 1.52% | -1.7% |
| Q4 2020 | $72,418,000 | +23.6% | 172,460 | -0.3% | 1.55% | +10.9% |
| Q3 2020 | $58,612,000 | +7.5% | 172,990 | +3.0% | 1.40% | -7.9% |
| Q2 2020 | $54,506,000 | +16.1% | 167,982 | -5.9% | 1.51% | -1.2% |
| Q1 2020 | $46,952,000 | -31.4% | 178,604 | -2.0% | 1.53% | -14.6% |
| Q4 2019 | $68,434,000 | +7.9% | 182,305 | +1.3% | 1.80% | -1.2% |
| Q3 2019 | $63,452,000 | -0.9% | 180,027 | -0.3% | 1.82% | -3.4% |
| Q2 2019 | $64,010,000 | +4.6% | 180,525 | +1.9% | 1.88% | +0.5% |
| Q1 2019 | $61,175,000 | +7.5% | 177,119 | -5.8% | 1.87% | -4.5% |
| Q4 2018 | $56,930,000 | -22.4% | 188,100 | -5.8% | 1.96% | -14.4% |
| Q3 2018 | $73,336,000 | +7.4% | 199,581 | +3.8% | 2.29% | +1.4% |
| Q2 2018 | $68,278,000 | +14.0% | 192,326 | +9.7% | 2.26% | +12.1% |
| Q1 2018 | $59,904,000 | +6.2% | 175,301 | +7.3% | 2.01% | +2.2% |
| Q4 2017 | $56,432,000 | +7.8% | 163,384 | +1.9% | 1.97% | +3.3% |
| Q3 2017 | $52,332,000 | +3.3% | 160,369 | +0.6% | 1.91% | -2.6% |
| Q2 2017 | $50,650,000 | +7.6% | 159,473 | +5.8% | 1.96% | +3.1% |
| Q1 2017 | $47,073,000 | +5.5% | 150,680 | +1.9% | 1.90% | 0.0% |
| Q4 2016 | $44,630,000 | +8.2% | 147,920 | +1.3% | 1.90% | +5.7% |
| Q3 2016 | $41,233,000 | +3.7% | 146,082 | +0.1% | 1.80% | +2.6% |
| Q2 2016 | $39,743,000 | +3.1% | 145,996 | -0.5% | 1.75% | +2.7% |
| Q1 2016 | $38,561,000 | +5.2% | 146,783 | +1.7% | 1.70% | +2.5% |
| Q4 2015 | $36,671,000 | +2.9% | 144,354 | +0.8% | 1.66% | -4.0% |
| Q3 2015 | $35,645,000 | -6.1% | 143,213 | +3.1% | 1.73% | +2.9% |
| Q2 2015 | $37,958,000 | +4.3% | 138,945 | +5.8% | 1.68% | +1.0% |
| Q1 2015 | $36,399,000 | +2.2% | 131,295 | -2.7% | 1.67% | -1.5% |
| Q4 2014 | $35,628,000 | +11.7% | 134,976 | +5.5% | 1.69% | +8.9% |
| Q3 2014 | $31,885,000 | -4.0% | 127,888 | +0.3% | 1.55% | -5.1% |
| Q2 2014 | $33,221,000 | +4.7% | 127,503 | +0.7% | 1.64% | +0.8% |
| Q1 2014 | $31,715,000 | +3.7% | 126,573 | +1.1% | 1.62% | +3.6% |
| Q4 2013 | $30,584,000 | +10.1% | 125,240 | +2.1% | 1.57% | +4.3% |
| Q3 2013 | $27,772,000 | +6.9% | 122,708 | -0.8% | 1.50% | +3.2% |
| Q2 2013 | $25,983,000 | – | 123,672 | – | 1.46% | – |
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% |