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 | $560,297 | -23.6% | 1,227 | -19.9% | 0.08% | -18.4% |
| Q2 2023 | $733,690 | +30.2% | 1,532 | +24.7% | 0.10% | +24.1% |
| Q1 2023 | $563,386 | +172.5% | 1,229 | +163.2% | 0.08% | +107.9% |
| Q4 2022 | $206,783 | -59.5% | 467 | -62.2% | 0.04% | -55.3% |
| Q2 2022 | $510,000 | -44.6% | 1,234 | -34.2% | 0.08% | -22.0% |
| Q1 2022 | $920,000 | -1.2% | 1,876 | +4.3% | 0.11% | +9.0% |
| Q4 2021 | $931,000 | +36.3% | 1,799 | +26.7% | 0.10% | +35.1% |
| Q3 2021 | $683,000 | +43.8% | 1,420 | +46.7% | 0.07% | +45.1% |
| Q2 2021 | $475,000 | +5.6% | 968 | +2.3% | 0.05% | 0.0% |
| Q1 2021 | $450,000 | +14.2% | 946 | +0.9% | 0.05% | +10.9% |
| Q4 2020 | $394,000 | +15.5% | 938 | -6.7% | 0.05% | -2.1% |
| Q3 2020 | $341,000 | -64.8% | 1,005 | -66.3% | 0.05% | -67.6% |
| Q2 2020 | $969,000 | -24.4% | 2,985 | -38.7% | 0.14% | -40.1% |
| Q1 2020 | $1,281,000 | -36.5% | 4,873 | -9.3% | 0.24% | -6.2% |
| Q4 2019 | $2,017,000 | +1.7% | 5,374 | -4.5% | 0.26% | -6.9% |
| Q3 2019 | $1,983,000 | +124.6% | 5,627 | +126.0% | 0.28% | +136.8% |
| Q2 2019 | $883,000 | +3.2% | 2,490 | +0.5% | 0.12% | +1.7% |
| Q1 2019 | $856,000 | +23.3% | 2,478 | +8.1% | 0.12% | -11.5% |
| Q4 2018 | $694,000 | +44.6% | 2,293 | +75.6% | 0.13% | +109.7% |
| Q3 2018 | $480,000 | -96.8% | 1,306 | -97.6% | 0.06% | -98.2% |
| Q2 2016 | $14,897,000 | – | 54,723 | – | 3.38% | – |
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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% |