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 | $519,200 | -11.0% | 1,137 | -6.7% | 0.04% | -9.8% |
| Q2 2023 | $583,312 | +4.5% | 1,218 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $558,343 | +3.4% | 1,218 | -0.2% | 0.04% | 0.0% |
| Q4 2022 | $540,204 | +6.5% | 1,220 | -3.3% | 0.04% | 0.0% |
| Q3 2022 | $507,000 | -5.2% | 1,262 | -2.5% | 0.04% | 0.0% |
| Q2 2022 | $535,000 | -15.7% | 1,294 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $635,000 | -5.2% | 1,294 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $670,000 | +5.5% | 1,294 | -2.0% | 0.04% | +4.8% |
| Q3 2021 | $635,000 | -7.4% | 1,320 | -5.6% | 0.04% | -16.0% |
| Q2 2021 | $686,000 | +1.0% | 1,398 | -2.0% | 0.05% | -5.7% |
| Q1 2021 | $679,000 | -0.1% | 1,427 | -11.9% | 0.05% | -3.6% |
| Q4 2020 | $680,000 | +18.1% | 1,620 | -4.7% | 0.06% | -5.2% |
| Q3 2020 | $576,000 | +3.2% | 1,700 | -1.2% | 0.06% | -3.3% |
| Q2 2020 | $558,000 | +7.9% | 1,720 | -12.6% | 0.06% | -11.8% |
| Q1 2020 | $517,000 | -43.2% | 1,967 | -18.8% | 0.07% | -28.4% |
| Q4 2019 | $910,000 | +6.6% | 2,423 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $854,000 | -0.6% | 2,423 | 0.0% | 0.10% | -3.0% |
| Q2 2019 | $859,000 | +2.6% | 2,423 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $837,000 | -9.4% | 2,423 | -20.7% | 0.10% | -22.8% |
| Q4 2018 | $924,000 | -17.9% | 3,054 | -0.3% | 0.13% | -9.3% |
| Q3 2018 | $1,126,000 | -0.9% | 3,064 | -4.3% | 0.14% | -9.1% |
| Q2 2018 | $1,136,000 | +3.6% | 3,201 | -0.3% | 0.15% | +4.8% |
| Q1 2018 | $1,097,000 | -2.4% | 3,211 | -1.4% | 0.15% | -8.7% |
| Q4 2017 | $1,124,000 | +25.0% | 3,255 | +18.1% | 0.16% | +16.7% |
| Q3 2017 | $899,000 | +1.5% | 2,755 | -1.3% | 0.14% | -6.1% |
| Q2 2017 | $886,000 | -0.1% | 2,790 | -1.8% | 0.15% | -2.6% |
| Q1 2017 | $887,000 | +6.7% | 2,840 | +3.2% | 0.15% | +4.1% |
| Q4 2016 | $831,000 | +80.7% | 2,753 | +69.1% | 0.14% | +72.6% |
| Q3 2016 | $460,000 | +12.5% | 1,628 | +8.3% | 0.08% | +9.1% |
| Q2 2016 | $409,000 | +13.3% | 1,503 | +9.5% | 0.08% | +5.5% |
| Q1 2016 | $361,000 | +7.4% | 1,373 | +3.8% | 0.07% | +2.8% |
| Q4 2015 | $336,000 | -55.6% | 1,323 | -56.5% | 0.07% | -57.7% |
| Q3 2015 | $757,000 | -8.9% | 3,042 | 0.0% | 0.17% | -2.9% |
| Q2 2015 | $831,000 | +0.1% | 3,042 | +1.7% | 0.17% | 0.0% |
| Q1 2015 | $830,000 | +8.8% | 2,992 | +3.5% | 0.17% | +7.5% |
| Q4 2014 | $763,000 | +4.7% | 2,892 | -1.1% | 0.16% | +1.9% |
| Q3 2014 | $729,000 | +19.9% | 2,923 | +25.2% | 0.16% | +21.5% |
| Q2 2014 | $608,000 | +3.9% | 2,335 | 0.0% | 0.13% | +0.8% |
| Q1 2014 | $585,000 | +1.0% | 2,335 | -1.5% | 0.13% | -7.2% |
| Q4 2013 | $579,000 | -1.2% | 2,370 | -8.5% | 0.14% | -9.7% |
| Q3 2013 | $586,000 | +7.7% | 2,590 | 0.0% | 0.15% | +2.0% |
| Q2 2013 | $544,000 | – | 2,590 | – | 0.15% | – |
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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% |