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 | $365,769 | -4.7% | 801 | 0.0% | 0.07% | +3.0% |
| Q2 2023 | $383,607 | +4.5% | 801 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $367,186 | +3.5% | 801 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $354,675 | +10.1% | 801 | 0.0% | 0.07% | +6.2% |
| Q3 2022 | $322,000 | -2.7% | 801 | 0.0% | 0.06% | +4.8% |
| Q2 2022 | $331,000 | -15.8% | 801 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $393,000 | -5.3% | 801 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $415,000 | +7.8% | 801 | 0.0% | 0.06% | +26.0% |
| Q3 2021 | $385,000 | -2.0% | 801 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $393,000 | +3.1% | 801 | 0.0% | 0.05% | +138.1% |
| Q1 2021 | $381,000 | +11.7% | 801 | -1.4% | 0.02% | +16.7% |
| Q4 2020 | $341,000 | +24.0% | 812 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $275,000 | +3.8% | 812 | -0.6% | 0.02% | 0.0% |
| Q2 2020 | $265,000 | +23.3% | 817 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $215,000 | -30.0% | 817 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $307,000 | +6.6% | 817 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $288,000 | -0.7% | 817 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $290,000 | +2.8% | 817 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $282,000 | +14.2% | 817 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $247,000 | -17.7% | 817 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $300,000 | +3.4% | 817 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $290,000 | +262.5% | 817 | +250.6% | 0.02% | +240.0% |
| Q1 2018 | $80,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $80,000 | +5.3% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $76,000 | +2.7% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $74,000 | +1.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $73,000 | +4.3% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $70,000 | +6.1% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $66,000 | +4.8% | 233 | 0.0% | 0.01% | +25.0% |
| Q2 2016 | $63,000 | +3.3% | 233 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $61,000 | +3.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $59,000 | +1.7% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $58,000 | -9.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $64,000 | -36.6% | 233 | -36.3% | 0.01% | -37.5% |
| Q1 2015 | $101,000 | +4.1% | 366 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $97,000 | +6.6% | 366 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $91,000 | -4.2% | 366 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $95,000 | +41.8% | 366 | +37.6% | 0.01% | +60.0% |
| Q1 2014 | $67,000 | +3.1% | 266 | 0.0% | 0.01% | -16.7% |
| Q4 2013 | $65,000 | +8.3% | 266 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $60,000 | +7.1% | 266 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $56,000 | – | 266 | – | 0.01% | – |
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% |