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 | $6,145,918 | -4.7% | 13,459 | 0.0% | 0.26% | +0.4% |
| Q2 2023 | $6,445,652 | +4.0% | 13,459 | -0.4% | 0.26% | 0.0% |
| Q1 2023 | $6,196,330 | +3.5% | 13,517 | 0.0% | 0.26% | -2.6% |
| Q4 2022 | $5,985,193 | +10.2% | 13,517 | 0.0% | 0.27% | 0.0% |
| Q3 2022 | $5,429,000 | -2.9% | 13,517 | 0.0% | 0.27% | +3.5% |
| Q2 2022 | $5,589,000 | -15.7% | 13,517 | 0.0% | 0.26% | -1.9% |
| Q1 2022 | $6,629,000 | -5.9% | 13,517 | -0.6% | 0.26% | -0.4% |
| Q4 2021 | $7,042,000 | +8.4% | 13,603 | +0.7% | 0.27% | +1.9% |
| Q3 2021 | $6,494,000 | -4.1% | 13,505 | -2.1% | 0.26% | -17.7% |
| Q2 2021 | $6,772,000 | +2.0% | 13,792 | -1.1% | 0.32% | -4.8% |
| Q1 2021 | $6,639,000 | +12.6% | 13,945 | -0.7% | 0.33% | -1.2% |
| Q4 2020 | $5,898,000 | +22.5% | 14,045 | -1.1% | 0.34% | +9.8% |
| Q3 2020 | $4,813,000 | +4.4% | 14,205 | 0.0% | 0.31% | -3.8% |
| Q2 2020 | $4,609,000 | +23.4% | 14,205 | 0.0% | 0.32% | +5.3% |
| Q1 2020 | $3,734,000 | -30.0% | 14,205 | 0.0% | 0.30% | -13.4% |
| Q4 2019 | $5,332,000 | +4.7% | 14,205 | -1.7% | 0.35% | -4.6% |
| Q3 2019 | $5,091,000 | +3.7% | 14,446 | +4.3% | 0.37% | -21.2% |
| Q2 2019 | $4,910,000 | +5.3% | 13,846 | +2.6% | 0.47% | +9.9% |
| Q1 2019 | $4,663,000 | +390.3% | 13,501 | +329.7% | 0.42% | +332.7% |
| Q4 2018 | $951,000 | -18.6% | 3,142 | -1.2% | 0.10% | -9.3% |
| Q3 2018 | $1,169,000 | +2.7% | 3,180 | -0.8% | 0.11% | -4.4% |
| Q2 2018 | $1,138,000 | +2.8% | 3,205 | -1.0% | 0.11% | -3.4% |
| Q1 2018 | $1,107,000 | -1.0% | 3,238 | 0.0% | 0.12% | -18.2% |
| Q4 2017 | $1,118,000 | +5.8% | 3,238 | 0.0% | 0.14% | +13.5% |
| Q3 2017 | $1,057,000 | -4.6% | 3,238 | -7.2% | 0.13% | -17.1% |
| Q2 2017 | $1,108,000 | +27.2% | 3,488 | +25.1% | 0.15% | +43.4% |
| Q1 2017 | $871,000 | +3.6% | 2,788 | 0.0% | 0.11% | 0.0% |
| Q4 2016 | $841,000 | +13.5% | 2,788 | +6.2% | 0.11% | +9.3% |
| Q3 2016 | $741,000 | +105.3% | 2,626 | +98.0% | 0.10% | +110.9% |
| Q2 2016 | $361,000 | +3.7% | 1,326 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $348,000 | +3.3% | 1,326 | 0.0% | 0.05% | +2.2% |
| Q4 2015 | $337,000 | +2.1% | 1,326 | 0.0% | 0.04% | -4.3% |
| Q3 2015 | $330,000 | -8.8% | 1,326 | 0.0% | 0.05% | -4.1% |
| Q2 2015 | $362,000 | -1.6% | 1,326 | 0.0% | 0.05% | -2.0% |
| Q1 2015 | $368,000 | +5.1% | 1,326 | 0.0% | 0.05% | +4.2% |
| Q4 2014 | $350,000 | +5.7% | 1,326 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $331,000 | -4.3% | 1,326 | 0.0% | 0.05% | -4.0% |
| Q2 2014 | $346,000 | +3.3% | 1,326 | -0.9% | 0.05% | -2.0% |
| Q1 2014 | $335,000 | – | 1,338 | – | 0.05% | – |
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% |