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 | $391,797 | -4.7% | 858 | 0.0% | 0.20% | +6.6% |
| Q2 2023 | $410,905 | -18.9% | 858 | -22.4% | 0.18% | -20.4% |
| Q1 2023 | $506,543 | -73.7% | 1,105 | -74.6% | 0.23% | -73.8% |
| Q4 2022 | $1,929,236 | +789.0% | 4,357 | +706.9% | 0.88% | +560.2% |
| Q3 2022 | $217,000 | -45.1% | 540 | -43.5% | 0.13% | -40.1% |
| Q2 2022 | $395,000 | +78.7% | 955 | +58.9% | 0.22% | +22.0% |
| Q3 2018 | $221,000 | +3.8% | 601 | 0.0% | 0.18% | +1.1% |
| Q2 2018 | $213,000 | +3.9% | 601 | 0.0% | 0.18% | -6.2% |
| Q1 2018 | $205,000 | -1.4% | 601 | 0.0% | 0.19% | +1.1% |
| Q4 2017 | $208,000 | – | 601 | – | 0.19% | – |
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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% |