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 | $754,349 | +2.8% | 1,652 | +7.8% | 0.02% | +6.7% |
| Q2 2023 | $733,975 | +2.9% | 1,533 | -1.5% | 0.02% | 0.0% |
| Q1 2023 | $713,484 | +7.9% | 1,556 | +4.1% | 0.02% | 0.0% |
| Q4 2022 | $661,432 | +28.9% | 1,494 | +17.0% | 0.02% | +50.0% |
| Q3 2022 | $513,000 | -1.9% | 1,277 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $523,000 | -16.7% | 1,264 | -1.3% | 0.01% | -9.1% |
| Q1 2022 | $628,000 | -9.5% | 1,281 | -4.5% | 0.01% | -8.3% |
| Q4 2021 | $694,000 | -17.4% | 1,341 | -23.2% | 0.01% | -20.0% |
| Q3 2021 | $840,000 | -2.3% | 1,747 | -0.3% | 0.02% | -6.2% |
| Q2 2021 | $860,000 | +0.1% | 1,752 | -2.9% | 0.02% | -5.9% |
| Q1 2021 | $859,000 | +8.5% | 1,805 | -4.3% | 0.02% | +6.2% |
| Q4 2020 | $792,000 | +17.7% | 1,887 | -5.1% | 0.02% | +6.7% |
| Q3 2020 | $673,000 | +7.7% | 1,988 | +3.2% | 0.02% | 0.0% |
| Q2 2020 | $625,000 | +9.6% | 1,927 | -11.2% | 0.02% | 0.0% |
| Q1 2020 | $570,000 | -29.1% | 2,170 | +1.3% | 0.02% | -11.8% |
| Q4 2019 | $804,000 | -12.3% | 2,143 | -17.6% | 0.02% | -15.0% |
| Q3 2019 | $917,000 | -0.1% | 2,602 | +0.5% | 0.02% | 0.0% |
| Q2 2019 | $918,000 | +2.5% | 2,589 | -0.2% | 0.02% | 0.0% |
| Q1 2019 | $896,000 | +15.8% | 2,593 | +1.4% | 0.02% | +5.3% |
| Q4 2018 | $774,000 | -19.0% | 2,556 | -1.7% | 0.02% | -9.5% |
| Q3 2018 | $955,000 | +20.0% | 2,600 | +16.0% | 0.02% | +16.7% |
| Q2 2018 | $796,000 | -7.5% | 2,242 | -11.0% | 0.02% | -5.3% |
| Q1 2018 | $861,000 | +42.1% | 2,520 | +43.6% | 0.02% | +46.2% |
| Q4 2017 | $606,000 | – | 1,755 | – | 0.01% | – |
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% |