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 | $1,438 | -4.7% | 3,150 | 0.0% | 0.67% | +1.1% |
| Q2 2023 | $1,509 | +8.2% | 3,150 | 0.0% | 0.66% | -6.2% |
| Q4 2022 | $1,395 | -99.9% | 3,150 | 0.0% | 0.70% | -0.1% |
| Q3 2022 | $1,265,000 | -2.8% | 3,150 | 0.0% | 0.70% | +11.4% |
| Q2 2022 | $1,302,000 | -15.7% | 3,150 | 0.0% | 0.63% | +5.7% |
| Q1 2022 | $1,545,000 | -5.3% | 3,150 | 0.0% | 0.60% | +7.3% |
| Q4 2021 | $1,631,000 | +7.7% | 3,150 | 0.0% | 0.56% | -0.7% |
| Q3 2021 | $1,515,000 | -2.1% | 3,150 | 0.0% | 0.56% | +0.9% |
| Q2 2021 | $1,547,000 | -8.5% | 3,150 | -11.3% | 0.56% | -14.6% |
| Q1 2021 | $1,690,000 | +13.3% | 3,550 | 0.0% | 0.65% | +7.8% |
| Q4 2020 | $1,491,000 | +23.9% | 3,550 | 0.0% | 0.60% | +8.0% |
| Q3 2020 | $1,203,000 | +4.4% | 3,550 | 0.0% | 0.56% | -2.3% |
| Q2 2020 | $1,152,000 | +23.5% | 3,550 | 0.0% | 0.57% | -7.6% |
| Q1 2020 | $933,000 | -30.0% | 3,550 | 0.0% | 0.62% | -0.3% |
| Q4 2019 | $1,333,000 | +6.6% | 3,550 | 0.0% | 0.62% | -3.6% |
| Q3 2019 | $1,251,000 | -0.6% | 3,550 | 0.0% | 0.64% | -3.3% |
| Q2 2019 | $1,259,000 | -6.5% | 3,550 | -9.0% | 0.67% | -2.8% |
| Q1 2019 | $1,347,000 | +14.2% | 3,900 | 0.0% | 0.69% | -7.8% |
| Q4 2018 | $1,180,000 | -10.8% | 3,900 | +8.3% | 0.74% | +20.4% |
| Q3 2018 | $1,323,000 | +9.6% | 3,600 | +5.9% | 0.62% | +7.3% |
| Q2 2018 | $1,207,000 | +7.1% | 3,400 | +3.0% | 0.58% | +9.5% |
| Q1 2018 | $1,127,000 | -1.1% | 3,300 | 0.0% | 0.53% | +0.8% |
| Q4 2017 | $1,140,000 | +5.8% | 3,300 | 0.0% | 0.52% | +3.0% |
| Q3 2017 | $1,077,000 | +21.1% | 3,300 | +17.9% | 0.51% | +19.0% |
| Q2 2017 | $889,000 | +23.6% | 2,800 | +21.7% | 0.43% | +11.5% |
| Q1 2017 | $719,000 | +40.2% | 2,300 | +35.3% | 0.38% | +35.0% |
| Q4 2016 | $513,000 | – | 1,700 | – | 0.28% | – |
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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% |