SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,123 | -3.5% | 37,498 | +1.2% | 0.06% | +3.2% |
Q2 2023 | $17,745 | +11.2% | 37,053 | +6.5% | 0.06% | -4.6% |
Q1 2023 | $15,953 | -8.8% | 34,799 | -11.9% | 0.06% | -4.4% |
Q4 2022 | $17,490 | -99.9% | 39,499 | +18.2% | 0.07% | +19.3% |
Q3 2022 | $13,420,000 | -0.9% | 33,411 | +3.7% | 0.06% | -6.6% |
Q2 2022 | $13,545,000 | +21.5% | 32,211 | +41.7% | 0.06% | +27.1% |
Q1 2022 | $11,148,000 | -14.3% | 22,730 | -9.5% | 0.05% | -4.0% |
Q4 2021 | $13,006,000 | +16.9% | 25,123 | +8.6% | 0.05% | +4.2% |
Q3 2021 | $11,124,000 | -0.2% | 23,132 | +1.9% | 0.05% | -2.0% |
Q2 2021 | $11,143,000 | +12.5% | 22,694 | +9.1% | 0.05% | +2.1% |
Q1 2021 | $9,907,000 | +72.7% | 20,810 | +52.3% | 0.05% | +71.4% |
Q4 2020 | $5,737,000 | +28.7% | 13,662 | +3.8% | 0.03% | +12.0% |
Q3 2020 | $4,459,000 | +0.5% | 13,159 | -3.7% | 0.02% | -10.7% |
Q2 2020 | $4,435,000 | -13.4% | 13,666 | -29.9% | 0.03% | -31.7% |
Q1 2020 | $5,122,000 | -17.8% | 19,483 | +17.3% | 0.04% | 0.0% |
Q4 2019 | $6,234,000 | +12.9% | 16,607 | +6.0% | 0.04% | +2.5% |
Q3 2019 | $5,523,000 | +4.1% | 15,668 | +4.7% | 0.04% | -2.4% |
Q2 2019 | $5,307,000 | -6.4% | 14,965 | -8.8% | 0.04% | -12.8% |
Q1 2019 | $5,670,000 | -29.9% | 16,414 | -38.6% | 0.05% | -39.7% |
Q4 2018 | $8,091,000 | +15.8% | 26,732 | +40.6% | 0.08% | +30.0% |
Q3 2018 | $6,985,000 | +10.7% | 19,009 | +6.9% | 0.06% | -1.6% |
Q2 2018 | $6,310,000 | +7.3% | 17,774 | +3.3% | 0.06% | +3.4% |
Q1 2018 | $5,879,000 | -8.8% | 17,202 | -7.9% | 0.06% | -11.9% |
Q4 2017 | $6,448,000 | +12.4% | 18,668 | +6.1% | 0.07% | +3.1% |
Q3 2017 | $5,739,000 | +5.8% | 17,587 | +3.0% | 0.06% | -4.4% |
Q2 2017 | $5,424,000 | +40.8% | 17,078 | +38.5% | 0.07% | +33.3% |
Q1 2017 | $3,853,000 | +12.0% | 12,332 | +8.2% | 0.05% | -1.9% |
Q4 2016 | $3,439,000 | +60.9% | 11,396 | +50.6% | 0.05% | +36.8% |
Q3 2016 | $2,137,000 | +20.3% | 7,569 | +11.9% | 0.04% | -19.1% |
Q1 2016 | $1,777,000 | -3.8% | 6,764 | -7.0% | 0.05% | -2.1% |
Q4 2015 | $1,848,000 | -1.2% | 7,273 | -3.2% | 0.05% | -9.4% |
Q3 2015 | $1,870,000 | -99.9% | 7,514 | +1.0% | 0.05% | +23.3% |
Q2 2015 | $2,033,725,000 | +96882.6% | 7,443 | -1.6% | 0.04% | +10.3% |
Q1 2015 | $2,097,000 | -99.9% | 7,565 | +2.5% | 0.04% | 0.0% |
Q4 2014 | $1,947,571,000 | +1.0% | 7,378 | -4.6% | 0.04% | -2.5% |
Q3 2014 | $1,928,989,000 | +22.2% | 7,737 | +27.7% | 0.04% | +17.6% |
Q2 2014 | $1,578,994,000 | -12.6% | 6,060 | -16.0% | 0.03% | -22.7% |
Q1 2014 | $1,806,610,000 | -63.5% | 7,210 | -64.4% | 0.04% | -66.4% |
Q4 2013 | $4,947,065,000 | +16.4% | 20,258 | +7.9% | 0.13% | +2.3% |
Q3 2013 | $4,250,784,000 | – | 18,781 | – | 0.13% | – |
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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% |