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 2023 | $2,695,089 | -0.8% | 5,902 | +4.0% | 0.04% | 0.0% |
| Q2 2023 | $2,716,856 | +4.2% | 5,673 | -0.2% | 0.04% | -7.1% |
| Q1 2023 | $2,606,978 | -4.2% | 5,687 | -7.5% | 0.04% | -10.6% |
| Q4 2022 | $2,721,830 | -12.5% | 6,147 | -20.6% | 0.05% | -23.0% |
| Q3 2022 | $3,109,000 | -6.4% | 7,740 | -3.7% | 0.06% | -3.2% |
| Q2 2022 | $3,322,000 | -15.0% | 8,035 | +0.9% | 0.06% | -1.6% |
| Q1 2022 | $3,907,000 | -9.7% | 7,966 | -4.7% | 0.06% | -5.9% |
| Q4 2021 | $4,327,000 | +7.2% | 8,358 | -0.4% | 0.07% | -1.4% |
| Q3 2021 | $4,036,000 | -3.0% | 8,392 | -0.9% | 0.07% | -4.2% |
| Q2 2021 | $4,160,000 | -17.9% | 8,472 | -20.5% | 0.07% | -32.7% |
| Q1 2021 | $5,070,000 | +10.5% | 10,651 | -2.5% | 0.11% | +2.9% |
| Q4 2020 | $4,589,000 | +22.2% | 10,929 | -1.3% | 0.10% | +7.2% |
| Q3 2020 | $3,754,000 | +0.5% | 11,078 | -3.8% | 0.10% | -10.2% |
| Q2 2020 | $3,737,000 | +16.0% | 11,515 | -6.1% | 0.11% | -6.9% |
| Q1 2020 | $3,222,000 | -31.6% | 12,258 | -2.3% | 0.12% | -15.9% |
| Q4 2019 | $4,709,000 | – | 12,544 | – | 0.14% | – |
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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% |