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 | $315,539 | -7.2% | 691 | -2.7% | 0.04% | -2.7% |
| Q2 2023 | $340,027 | +4.5% | 710 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $325,472 | +3.5% | 710 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $314,381 | +9.5% | 710 | -0.6% | 0.04% | 0.0% |
| Q3 2022 | $287,000 | -4.0% | 714 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $299,000 | -15.5% | 722 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $354,000 | -5.3% | 722 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $374,000 | +6.9% | 722 | -0.8% | 0.04% | -2.6% |
| Q3 2021 | $350,000 | -2.0% | 728 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $357,000 | +2.9% | 728 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $347,000 | +13.4% | 728 | 0.0% | 0.04% | +5.0% |
| Q4 2020 | $306,000 | +23.9% | 728 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $247,000 | +1.6% | 728 | -2.7% | 0.04% | -2.8% |
| Q2 2020 | $243,000 | +13.6% | 748 | +31.2% | 0.04% | +20.0% |
| Q4 2019 | $214,000 | +6.5% | 570 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $201,000 | -0.5% | 570 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $202,000 | -5.2% | 570 | -1.7% | 0.03% | -8.8% |
| Q3 2018 | $213,000 | +3.4% | 580 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $206,000 | -5.9% | 580 | -9.4% | 0.04% | -7.9% |
| Q1 2018 | $219,000 | -9.5% | 640 | -8.6% | 0.04% | -7.3% |
| Q4 2017 | $242,000 | +4.3% | 700 | -1.4% | 0.04% | 0.0% |
| Q3 2017 | $232,000 | +1.3% | 710 | -1.4% | 0.04% | -21.2% |
| Q2 2017 | $229,000 | -6.5% | 720 | -8.3% | 0.05% | -8.8% |
| Q1 2017 | $245,000 | +3.4% | 785 | 0.0% | 0.06% | -1.7% |
| Q4 2016 | $237,000 | +7.7% | 785 | +0.6% | 0.06% | 0.0% |
| Q3 2016 | $220,000 | -1.3% | 780 | -4.9% | 0.06% | -3.3% |
| Q2 2016 | $223,000 | +4.7% | 820 | +1.2% | 0.06% | 0.0% |
| Q1 2016 | $213,000 | 0.0% | 810 | -3.6% | 0.06% | +3.4% |
| Q4 2015 | $213,000 | +1.9% | 840 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $209,000 | -8.7% | 840 | 0.0% | 0.06% | +3.6% |
| Q2 2015 | $229,000 | -1.7% | 840 | 0.0% | 0.06% | -3.4% |
| Q1 2015 | $233,000 | +1.3% | 840 | -3.4% | 0.06% | +1.8% |
| Q4 2014 | $230,000 | +6.0% | 870 | 0.0% | 0.06% | +7.5% |
| Q3 2014 | $217,000 | -4.4% | 870 | 0.0% | 0.05% | -3.6% |
| Q2 2014 | $227,000 | -3.0% | 870 | -7.0% | 0.06% | -11.3% |
| Q1 2014 | $234,000 | -8.2% | 935 | -10.5% | 0.06% | -12.7% |
| Q4 2013 | $255,000 | +5.4% | 1,045 | -2.3% | 0.07% | -5.3% |
| Q3 2013 | $242,000 | – | 1,070 | – | 0.08% | – |
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% |