SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,163 | -4.7% | 1,380 | 0.0% | 0.24% | -4.1% |
| Q2 2023 | $660,896 | +4.5% | 1,380 | 0.0% | 0.24% | +3.4% |
| Q1 2023 | $632,606 | +3.5% | 1,380 | 0.0% | 0.24% | -3.7% |
| Q4 2022 | $611,050 | +10.3% | 1,380 | 0.0% | 0.25% | +4.7% |
| Q3 2022 | $554,000 | -3.0% | 1,380 | 0.0% | 0.24% | +4.4% |
| Q2 2022 | $571,000 | -15.7% | 1,380 | 0.0% | 0.22% | -4.7% |
| Q1 2022 | $677,000 | -5.2% | 1,380 | 0.0% | 0.24% | -2.9% |
| Q4 2021 | $714,000 | +7.5% | 1,380 | 0.0% | 0.24% | +21.5% |
| Q3 2021 | $664,000 | -2.1% | 1,380 | 0.0% | 0.20% | +4.2% |
| Q2 2021 | $678,000 | +3.2% | 1,380 | 0.0% | 0.19% | 0.0% |
| Q1 2021 | $657,000 | +13.5% | 1,380 | 0.0% | 0.19% | +3.2% |
| Q4 2020 | $579,000 | +23.7% | 1,380 | 0.0% | 0.19% | +15.5% |
| Q3 2020 | $468,000 | +4.5% | 1,380 | 0.0% | 0.16% | -5.8% |
| Q2 2020 | $448,000 | +23.4% | 1,380 | 0.0% | 0.17% | +7.5% |
| Q1 2020 | $363,000 | -29.9% | 1,380 | 0.0% | 0.16% | -11.7% |
| Q4 2019 | $518,000 | +6.6% | 1,380 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $486,000 | -0.6% | 1,380 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $489,000 | +2.5% | 1,380 | 0.0% | 0.18% | -3.8% |
| Q1 2019 | $477,000 | +14.1% | 1,380 | 0.0% | 0.19% | -1.1% |
| Q4 2018 | $418,000 | -17.6% | 1,380 | 0.0% | 0.19% | -3.1% |
| Q3 2018 | $507,000 | +3.5% | 1,380 | 0.0% | 0.19% | -0.5% |
| Q2 2018 | $490,000 | +3.8% | 1,380 | 0.0% | 0.20% | +1.0% |
| Q1 2018 | $472,000 | -4.1% | 1,380 | -3.0% | 0.19% | -1.5% |
| Q4 2017 | $492,000 | +6.0% | 1,423 | 0.0% | 0.20% | +2.1% |
| Q3 2017 | $464,000 | +2.7% | 1,423 | 0.0% | 0.19% | -3.0% |
| Q2 2017 | $452,000 | +1.6% | 1,423 | 0.0% | 0.20% | -5.7% |
| Q1 2017 | $445,000 | +3.7% | 1,423 | 0.0% | 0.21% | -1.4% |
| Q4 2016 | $429,000 | +6.7% | 1,423 | 0.0% | 0.21% | +2.4% |
| Q3 2016 | $402,000 | +3.9% | 1,423 | 0.0% | 0.21% | +5.1% |
| Q2 2016 | $387,000 | +3.5% | 1,423 | 0.0% | 0.20% | -0.5% |
| Q1 2016 | $374,000 | +3.6% | 1,423 | 0.0% | 0.20% | -5.2% |
| Q4 2015 | $361,000 | +2.0% | 1,423 | 0.0% | 0.21% | +1.9% |
| Q3 2015 | $354,000 | -9.0% | 1,423 | 0.0% | 0.21% | -4.2% |
| Q2 2015 | $389,000 | -1.5% | 1,423 | 0.0% | 0.22% | +0.5% |
| Q1 2015 | $395,000 | -4.8% | 1,423 | -9.5% | 0.21% | -10.1% |
| Q4 2014 | $415,000 | +0.7% | 1,573 | -4.7% | 0.24% | +3.5% |
| Q3 2014 | $412,000 | -4.2% | 1,650 | 0.0% | 0.23% | -2.5% |
| Q2 2014 | $430,000 | +3.6% | 1,650 | 0.0% | 0.24% | -6.7% |
| Q1 2014 | $415,000 | +2.7% | 1,650 | 0.0% | 0.25% | +8.1% |
| Q4 2013 | $404,000 | +8.3% | 1,650 | 0.0% | 0.23% | +5.4% |
| Q3 2013 | $373,000 | +7.5% | 1,650 | 0.0% | 0.22% | +2.3% |
| Q2 2013 | $347,000 | – | 1,650 | – | 0.22% | – |
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% |