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 | $493 | -3.5% | 1,080 | +1.3% | 0.02% | 0.0% |
Q2 2023 | $511 | +1.8% | 1,066 | -2.7% | 0.02% | -9.5% |
Q1 2023 | $502 | -3.6% | 1,096 | -6.8% | 0.02% | -8.7% |
Q4 2022 | $521 | -99.9% | 1,176 | +5.0% | 0.02% | 0.0% |
Q3 2022 | $450,000 | +1.8% | 1,120 | +4.7% | 0.02% | +9.5% |
Q2 2022 | $442,000 | +78.2% | 1,070 | +111.9% | 0.02% | +90.9% |
Q1 2022 | $248,000 | +700.0% | 505 | +741.7% | 0.01% | +1000.0% |
Q4 2021 | $31,000 | +6.9% | 60 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $29,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $29,000 | -6.5% | 60 | -7.7% | 0.00% | -50.0% |
Q1 2021 | $31,000 | +14.8% | 65 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $27,000 | +22.7% | 65 | 0.0% | 0.00% | +100.0% |
Q3 2020 | $22,000 | -29.0% | 65 | -30.9% | 0.00% | -50.0% |
Q2 2020 | $31,000 | +24.0% | 94 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $25,000 | -57.6% | 94 | -39.7% | 0.00% | -50.0% |
Q4 2019 | $59,000 | +7.3% | 156 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $55,000 | 0.0% | 156 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $55,000 | +77.4% | 156 | +71.4% | 0.01% | +66.7% |
Q1 2019 | $31,000 | +10.7% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $28,000 | -15.2% | 91 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $33,000 | -25.0% | 91 | -26.6% | 0.00% | -25.0% |
Q2 2018 | $44,000 | +41.9% | 124 | +36.3% | 0.00% | +33.3% |
Q1 2018 | $31,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $31,000 | +3.3% | 91 | 0.0% | 0.00% | -25.0% |
Q3 2017 | $30,000 | -21.1% | 91 | -24.8% | 0.00% | -20.0% |
Q2 2017 | $38,000 | +35.7% | 121 | +33.0% | 0.01% | +25.0% |
Q1 2017 | $28,000 | +3.7% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $27,000 | +3.8% | 91 | 0.0% | 0.00% | -20.0% |
Q3 2016 | $26,000 | -31.6% | 91 | -35.5% | 0.01% | -28.6% |
Q2 2016 | $38,000 | -5.0% | 141 | -8.4% | 0.01% | -12.5% |
Q1 2016 | $40,000 | +2.6% | 154 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $39,000 | +69.6% | 154 | +67.4% | 0.01% | +60.0% |
Q3 2015 | $23,000 | -8.0% | 92 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $25,000 | -30.6% | 92 | -29.8% | 0.01% | -37.5% |
Q1 2015 | $36,000 | -25.0% | 131 | -28.0% | 0.01% | -27.3% |
Q4 2014 | $48,000 | +6.7% | 182 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $45,000 | -47.7% | 182 | -45.2% | 0.01% | -50.0% |
Q2 2014 | $86,000 | +3.6% | 332 | +0.3% | 0.02% | -4.3% |
Q1 2014 | $83,000 | 0.0% | 331 | -2.4% | 0.02% | -17.9% |
Q4 2013 | $83,000 | -95.1% | 339 | -95.4% | 0.03% | -95.5% |
Q3 2013 | $1,681,000 | +6.7% | 7,429 | -0.9% | 0.62% | -1.4% |
Q2 2013 | $1,575,000 | – | 7,497 | – | 0.63% | – |
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% |