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 | $68,496 | -4.7% | 150 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $71,837 | +4.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $68,762 | +3.5% | 150 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $66,419 | -82.3% | 150 | -83.2% | 0.01% | -79.5% |
| Q4 2020 | $376,000 | -35.4% | 895 | -52.0% | 0.04% | -54.1% |
| Q1 2017 | $582,000 | +3.6% | 1,863 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $562,000 | -64.1% | 1,863 | -66.4% | 0.08% | -62.6% |
| Q3 2016 | $1,567,000 | +3.7% | 5,550 | 0.0% | 0.23% | -2.6% |
| Q2 2016 | $1,511,000 | +3.6% | 5,550 | 0.0% | 0.23% | -5.7% |
| Q1 2016 | $1,458,000 | +3.4% | 5,550 | 0.0% | 0.25% | -1.2% |
| Q4 2015 | $1,410,000 | +2.1% | 5,550 | 0.0% | 0.25% | +4.6% |
| Q3 2015 | $1,381,000 | -8.9% | 5,550 | 0.0% | 0.24% | +9.6% |
| Q2 2015 | $1,516,000 | -1.5% | 5,550 | 0.0% | 0.22% | +6.9% |
| Q1 2015 | $1,539,000 | +5.1% | 5,550 | 0.0% | 0.20% | +5.7% |
| Q4 2014 | $1,465,000 | +5.9% | 5,550 | 0.0% | 0.19% | +2.1% |
| Q3 2014 | $1,384,000 | -4.3% | 5,550 | 0.0% | 0.19% | -2.6% |
| Q2 2014 | $1,446,000 | +4.0% | 5,550 | 0.0% | 0.19% | -5.8% |
| Q1 2014 | $1,391,000 | +2.7% | 5,550 | 0.0% | 0.21% | -6.8% |
| Q4 2013 | $1,355,000 | – | 5,550 | – | 0.22% | – |
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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% |