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 | $487,178 | -12.6% | 1,067 | -8.3% | 0.03% | -16.1% |
| Q2 2023 | $557,392 | +4.5% | 1,164 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $533,532 | +1.4% | 1,164 | -2.0% | 0.03% | -3.1% |
| Q4 2022 | $525,979 | +8.2% | 1,188 | -1.9% | 0.03% | -5.9% |
| Q3 2022 | $486,000 | -3.0% | 1,211 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $501,000 | -15.7% | 1,211 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $594,000 | +7.2% | 1,211 | +5.1% | 0.04% | -2.8% |
| Q4 2021 | $554,000 | 0.0% | 1,152 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $554,000 | -2.1% | 1,152 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $566,000 | +83.8% | 1,152 | +78.1% | 0.04% | +71.4% |
| Q1 2021 | $308,000 | +6.6% | 647 | -6.1% | 0.02% | -16.0% |
| Q4 2020 | $289,000 | +20.4% | 689 | -2.5% | 0.02% | 0.0% |
| Q3 2020 | $240,000 | +0.4% | 707 | -4.1% | 0.02% | -7.4% |
| Q2 2020 | $239,000 | +12.2% | 737 | -9.2% | 0.03% | -6.9% |
| Q1 2020 | $213,000 | -30.2% | 812 | 0.0% | 0.03% | -14.7% |
| Q4 2019 | $305,000 | +6.6% | 812 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $286,000 | -11.5% | 812 | -10.8% | 0.04% | -12.5% |
| Q2 2019 | $323,000 | +2.9% | 910 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $314,000 | +12.1% | 910 | -1.6% | 0.04% | -2.4% |
| Q4 2018 | $280,000 | -17.6% | 925 | 0.0% | 0.04% | -8.7% |
| Q3 2018 | $340,000 | +3.7% | 925 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $328,000 | +53.3% | 925 | +48.0% | 0.05% | +51.6% |
| Q1 2018 | $214,000 | -0.9% | 625 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $216,000 | +5.9% | 625 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $204,000 | -10.1% | 625 | -22.4% | 0.03% | -24.4% |
| Q3 2016 | $227,000 | -4.2% | 805 | -7.5% | 0.04% | -4.7% |
| Q2 2016 | $237,000 | +3.5% | 870 | 0.0% | 0.04% | -2.3% |
| Q1 2016 | $229,000 | +3.6% | 870 | 0.0% | 0.04% | -6.4% |
| Q4 2015 | $221,000 | +1.8% | 870 | 0.0% | 0.05% | -9.6% |
| Q3 2015 | $217,000 | -17.8% | 870 | -10.0% | 0.05% | -13.3% |
| Q2 2015 | $264,000 | -1.5% | 967 | 0.0% | 0.06% | -3.2% |
| Q1 2015 | $268,000 | +5.1% | 967 | 0.0% | 0.06% | 0.0% |
| Q4 2014 | $255,000 | +5.8% | 967 | 0.0% | 0.06% | +1.6% |
| Q3 2014 | $241,000 | -17.2% | 967 | -13.4% | 0.06% | -12.9% |
| Q2 2014 | $291,000 | +3.9% | 1,117 | 0.0% | 0.07% | +2.9% |
| Q1 2014 | $280,000 | +2.6% | 1,117 | 0.0% | 0.07% | +3.0% |
| Q4 2013 | $273,000 | +7.9% | 1,117 | +0.1% | 0.07% | 0.0% |
| Q3 2013 | $253,000 | +3.7% | 1,116 | -4.0% | 0.07% | -1.5% |
| Q2 2013 | $244,000 | – | 1,162 | – | 0.07% | – |
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% |