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 | $9,580,710 | -9.4% | 20,981 | -5.0% | 1.67% | -7.0% |
| Q2 2023 | $10,572,153 | +4.3% | 22,076 | -0.1% | 1.79% | -0.6% |
| Q1 2023 | $10,134,723 | +5.1% | 22,109 | +1.6% | 1.80% | -0.9% |
| Q4 2022 | $9,638,816 | +6.4% | 21,769 | -3.5% | 1.82% | -6.6% |
| Q3 2022 | $9,059,000 | +1.7% | 22,553 | +4.7% | 1.95% | +7.2% |
| Q2 2022 | $8,909,000 | +14.4% | 21,548 | +35.7% | 1.82% | +46.2% |
| Q1 2022 | $7,785,000 | +3.5% | 15,874 | +9.2% | 1.24% | +7.1% |
| Q4 2021 | $7,524,000 | -7.7% | 14,534 | -14.3% | 1.16% | -13.4% |
| Q3 2021 | $8,152,000 | -2.6% | 16,952 | -0.5% | 1.34% | -0.8% |
| Q2 2021 | $8,367,000 | +0.6% | 17,040 | -2.5% | 1.35% | -4.8% |
| Q1 2021 | $8,317,000 | +7.6% | 17,472 | -5.1% | 1.42% | +6.3% |
| Q4 2020 | $7,730,000 | +26.8% | 18,408 | +2.3% | 1.34% | +17.0% |
| Q3 2020 | $6,097,000 | +52.7% | 17,997 | +46.2% | 1.14% | +44.8% |
| Q2 2020 | $3,993,000 | -57.0% | 12,308 | -58.9% | 0.79% | -27.1% |
| Q1 2020 | $9,291,000 | +66.8% | 29,962 | +102.0% | 1.08% | -1.7% |
| Q4 2019 | $5,569,000 | +3.5% | 14,836 | -2.8% | 1.10% | -5.0% |
| Q3 2019 | $5,382,000 | -1.6% | 15,268 | -1.0% | 1.16% | -6.0% |
| Q2 2019 | $5,469,000 | +0.5% | 15,422 | -2.1% | 1.23% | +0.9% |
| Q1 2019 | $5,441,000 | -12.6% | 15,754 | -23.4% | 1.22% | -22.2% |
| Q4 2018 | $6,225,000 | -6.8% | 20,566 | +13.1% | 1.57% | +1.6% |
| Q3 2018 | $6,682,000 | +4.6% | 18,185 | +1.0% | 1.54% | -2.9% |
| Q2 2018 | $6,390,000 | +13.0% | 17,999 | +8.8% | 1.59% | +12.8% |
| Q1 2018 | $5,653,000 | +73.1% | 16,544 | +75.0% | 1.41% | +79.3% |
| Q4 2017 | $3,265,000 | +5.5% | 9,453 | -0.3% | 0.79% | +2.3% |
| Q3 2017 | $3,094,000 | +2.4% | 9,482 | -0.3% | 0.77% | -1.9% |
| Q2 2017 | $3,022,000 | -4.0% | 9,515 | -5.6% | 0.78% | -3.8% |
| Q1 2017 | $3,148,000 | +7.9% | 10,077 | +4.2% | 0.82% | +4.5% |
| Q4 2016 | $2,917,000 | +7.6% | 9,667 | +0.7% | 0.78% | +2.5% |
| Q3 2016 | $2,710,000 | -14.6% | 9,601 | -17.7% | 0.76% | -16.6% |
| Q2 2016 | $3,175,000 | +8.6% | 11,663 | +4.8% | 0.91% | +11.8% |
| Q1 2016 | $2,924,000 | -6.9% | 11,129 | -10.0% | 0.82% | -10.0% |
| Q4 2015 | $3,142,000 | +2.0% | 12,366 | -0.1% | 0.91% | -10.6% |
| Q3 2015 | $3,080,000 | -6.2% | 12,373 | +3.0% | 1.02% | -2.7% |
| Q2 2015 | $3,283,000 | -8.7% | 12,017 | -7.4% | 1.04% | -12.8% |
| Q1 2015 | $3,597,000 | +19.3% | 12,974 | +13.6% | 1.20% | +15.9% |
| Q4 2014 | $3,014,000 | +28.4% | 11,417 | +21.2% | 1.03% | +16.3% |
| Q3 2014 | $2,348,000 | +13.2% | 9,417 | +10.9% | 0.89% | +10.7% |
| Q2 2014 | $2,074,000 | -2.6% | 8,495 | 0.0% | 0.80% | -3.6% |
| Q1 2014 | $2,129,000 | +2.7% | 8,495 | 0.0% | 0.83% | +3.7% |
| Q4 2013 | $2,074,000 | +7.9% | 8,495 | 0.0% | 0.80% | -6.9% |
| Q3 2013 | $1,923,000 | -99.9% | 8,495 | 0.0% | 0.86% | +1.4% |
| Q2 2013 | $1,785,790,000 | – | 8,495 | – | 0.85% | – |
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% |