SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,402,593 | -4.8% | 3,071 | -0.2% | 0.07% | -2.7% |
| Q2 2023 | $1,473,390 | +4.5% | 3,076 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $1,410,322 | +3.5% | 3,076 | 0.0% | 0.07% | +7.2% |
| Q4 2022 | $1,362,266 | +10.0% | 3,076 | -0.1% | 0.07% | +13.1% |
| Q3 2022 | $1,238,000 | -2.7% | 3,079 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $1,273,000 | -14.1% | 3,079 | +1.9% | 0.06% | -24.7% |
| Q1 2022 | $1,482,000 | -5.3% | 3,021 | 0.0% | 0.08% | -3.6% |
| Q4 2021 | $1,565,000 | +8.0% | 3,021 | +0.3% | 0.08% | -1.2% |
| Q3 2021 | $1,449,000 | -2.0% | 3,012 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $1,479,000 | +0.9% | 3,012 | -2.2% | 0.08% | -10.6% |
| Q1 2021 | $1,466,000 | +14.0% | 3,079 | +0.5% | 0.09% | +6.8% |
| Q4 2020 | $1,286,000 | +24.6% | 3,063 | +0.5% | 0.09% | +8.6% |
| Q3 2020 | $1,032,000 | +10.0% | 3,048 | +5.5% | 0.08% | -6.9% |
| Q2 2020 | $938,000 | +21.5% | 2,889 | -1.6% | 0.09% | +14.5% |
| Q1 2020 | $772,000 | -34.0% | 2,937 | -5.8% | 0.08% | -29.6% |
| Q4 2019 | $1,170,000 | +6.6% | 3,118 | 0.0% | 0.11% | +10.2% |
| Q3 2019 | $1,098,000 | -38.0% | 3,118 | -37.6% | 0.10% | -33.8% |
| Q2 2019 | $1,772,000 | +6.4% | 4,997 | +3.6% | 0.15% | +8.8% |
| Q1 2019 | $1,665,000 | +13.4% | 4,823 | -0.6% | 0.14% | +22.5% |
| Q4 2018 | $1,468,000 | -17.2% | 4,850 | +0.6% | 0.11% | -26.5% |
| Q3 2018 | $1,772,000 | +2.4% | 4,823 | -1.0% | 0.15% | +2.0% |
| Q2 2018 | $1,730,000 | +620.8% | 4,872 | +594.0% | 0.15% | +604.8% |
| Q1 2018 | $240,000 | – | 702 | – | 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% |