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 2021 | $382,000 | -2.1% | 794 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $390,000 | -2.5% | 794 | -5.6% | 0.03% | -6.7% |
| Q1 2021 | $400,000 | +13.3% | 841 | 0.0% | 0.03% | +7.1% |
| Q4 2020 | $353,000 | +23.9% | 841 | 0.0% | 0.03% | +27.3% |
| Q3 2020 | $285,000 | +4.4% | 841 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $273,000 | +12.8% | 841 | -8.7% | 0.02% | -8.3% |
| Q1 2020 | $242,000 | -44.7% | 921 | -21.0% | 0.02% | -33.3% |
| Q4 2019 | $438,000 | +6.6% | 1,166 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $411,000 | -0.5% | 1,166 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $413,000 | +2.5% | 1,166 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $403,000 | +93.8% | 1,166 | +70.0% | 0.04% | +76.2% |
| Q4 2018 | $208,000 | -17.5% | 686 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $252,000 | +3.3% | 686 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $244,000 | +4.3% | 686 | 0.0% | 0.02% | +4.5% |
| Q1 2018 | $234,000 | -4.5% | 686 | -3.2% | 0.02% | 0.0% |
| Q4 2017 | $245,000 | -30.2% | 709 | -34.1% | 0.02% | -33.3% |
| Q3 2017 | $351,000 | +2.6% | 1,076 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $342,000 | +1.8% | 1,076 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $336,000 | +58.5% | 1,076 | +38.7% | 0.03% | +26.9% |
| Q2 2015 | $212,000 | 0.0% | 776 | -8.9% | 0.03% | -3.7% |
| Q3 2014 | $212,000 | – | 852 | – | 0.03% | – |
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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% |