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 | $244,759 | -4.7% | 536 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $256,696 | +17.1% | 536 | +12.1% | 0.02% | +7.1% |
| Q1 2023 | $219,120 | -6.8% | 478 | -10.0% | 0.01% | -6.7% |
| Q4 2022 | $235,121 | +10.4% | 531 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $213,000 | -3.2% | 531 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $220,000 | -15.4% | 531 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $260,000 | -5.5% | 531 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $275,000 | +7.8% | 531 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | -2.3% | 531 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -4.0% | 531 | -7.0% | 0.01% | -6.7% |
| Q1 2021 | $272,000 | +11.0% | 571 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $245,000 | +11.9% | 583 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $219,000 | +1.4% | 583 | -4.9% | 0.01% | -12.5% |
| Q3 2019 | $216,000 | -0.5% | 613 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $217,000 | +2.4% | 613 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $212,000 | -6.6% | 613 | -0.8% | 0.02% | -5.9% |
| Q3 2018 | $227,000 | +3.7% | 618 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $219,000 | +3.8% | 618 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $211,000 | -2.8% | 618 | -1.6% | 0.02% | -5.6% |
| Q4 2017 | $217,000 | +5.9% | 628 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $205,000 | -3.3% | 628 | -19.5% | 0.02% | -14.3% |
| Q2 2016 | $212,000 | +3.4% | 780 | 0.0% | 0.02% | -4.5% |
| Q1 2016 | $205,000 | -3.8% | 780 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $213,000 | -1.4% | 780 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $216,000 | +4.9% | 780 | 0.0% | 0.02% | +4.8% |
| Q4 2014 | $206,000 | +1.5% | 780 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $203,000 | – | 780 | – | 0.02% | – |
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% |