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 | $663,215 | -7.3% | 1,452 | -2.8% | 0.03% | -5.6% |
| Q2 2023 | $715,309 | +5.1% | 1,494 | +0.7% | 0.04% | -7.7% |
| Q1 2023 | $680,315 | +22.3% | 1,484 | +18.2% | 0.04% | +18.2% |
| Q4 2022 | $556,356 | +24.2% | 1,256 | +12.6% | 0.03% | +26.9% |
| Q3 2022 | $448,000 | +21.1% | 1,115 | +24.4% | 0.03% | +23.8% |
| Q2 2022 | $370,000 | -15.7% | 896 | +0.1% | 0.02% | +5.0% |
| Q1 2022 | $439,000 | -5.0% | 895 | +0.2% | 0.02% | -9.1% |
| Q4 2021 | $462,000 | +7.7% | 893 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $429,000 | -2.1% | 892 | +0.1% | 0.02% | -4.3% |
| Q2 2021 | $438,000 | +3.3% | 891 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $424,000 | +13.4% | 891 | +0.1% | 0.02% | +8.7% |
| Q4 2020 | $374,000 | +24.3% | 890 | +0.1% | 0.02% | +9.5% |
| Q3 2020 | $301,000 | +4.5% | 889 | +0.1% | 0.02% | -8.7% |
| Q2 2020 | $288,000 | +19.0% | 888 | -3.7% | 0.02% | -8.0% |
| Q1 2020 | $242,000 | -64.3% | 922 | -48.9% | 0.02% | -65.8% |
| Q4 2019 | $677,000 | +6.6% | 1,803 | +0.2% | 0.07% | -1.4% |
| Q3 2019 | $635,000 | -0.5% | 1,800 | +0.1% | 0.07% | 0.0% |
| Q2 2019 | $638,000 | +2.7% | 1,798 | +0.1% | 0.07% | -1.3% |
| Q1 2019 | $621,000 | +14.6% | 1,797 | +0.4% | 0.08% | -3.8% |
| Q4 2018 | $542,000 | -17.5% | 1,789 | +0.1% | 0.08% | -3.7% |
| Q3 2018 | $657,000 | -1.9% | 1,788 | -5.2% | 0.08% | -5.8% |
| Q2 2018 | $670,000 | +51.6% | 1,886 | +45.7% | 0.09% | +41.0% |
| Q1 2018 | $442,000 | +27.4% | 1,294 | +28.6% | 0.06% | +45.2% |
| Q4 2017 | $347,000 | +5.8% | 1,006 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $328,000 | +2.5% | 1,006 | 0.0% | 0.04% | -6.7% |
| Q2 2017 | $320,000 | – | 1,006 | – | 0.04% | – |
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% |