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 | $44,977,638 | -5.5% | 98,497 | -0.8% | 2.50% | -1.3% |
| Q2 2023 | $47,575,365 | +3.7% | 99,341 | -0.7% | 2.54% | -2.7% |
| Q1 2023 | $45,875,348 | -1.1% | 100,075 | -4.5% | 2.60% | -5.6% |
| Q4 2022 | $46,406,064 | +10.7% | 104,804 | +0.4% | 2.76% | +3.8% |
| Q3 2022 | $41,912,000 | -4.0% | 104,348 | -1.1% | 2.66% | +1.4% |
| Q2 2022 | $43,645,000 | -16.8% | 105,553 | -1.3% | 2.62% | -1.7% |
| Q1 2022 | $52,442,000 | -6.6% | 106,926 | -1.4% | 2.66% | -0.5% |
| Q4 2021 | $56,148,000 | +7.7% | 108,460 | +0.0% | 2.68% | -3.0% |
| Q3 2021 | $52,138,000 | -2.3% | 108,422 | -0.3% | 2.76% | -2.4% |
| Q2 2021 | $53,372,000 | +2.8% | 108,698 | -0.3% | 2.83% | -5.4% |
| Q1 2021 | $51,896,000 | +10.1% | 109,014 | -2.9% | 2.99% | +4.3% |
| Q4 2020 | $47,146,000 | +23.6% | 112,274 | -0.3% | 2.87% | +10.1% |
| Q3 2020 | $38,151,000 | +3.0% | 112,596 | -1.3% | 2.60% | -5.3% |
| Q2 2020 | $37,032,000 | +23.0% | 114,125 | -0.3% | 2.75% | +0.9% |
| Q1 2020 | $30,104,000 | -31.6% | 114,517 | -2.3% | 2.72% | -14.8% |
| Q4 2019 | $44,000,000 | +2.9% | 117,215 | -3.4% | 3.20% | -4.2% |
| Q3 2019 | $42,748,000 | -1.0% | 121,280 | -0.4% | 3.34% | -3.9% |
| Q2 2019 | $43,199,000 | +1.8% | 121,827 | -0.8% | 3.47% | -3.5% |
| Q1 2019 | $42,435,000 | +12.4% | 122,858 | -1.5% | 3.60% | -0.5% |
| Q4 2018 | $37,757,000 | -18.4% | 124,748 | -0.9% | 3.62% | -4.5% |
| Q3 2018 | $46,263,000 | +2.6% | 125,897 | -0.9% | 3.79% | -3.2% |
| Q2 2018 | $45,108,000 | +1.5% | 127,058 | -2.3% | 3.92% | -0.5% |
| Q1 2018 | $44,462,000 | -3.4% | 130,107 | -2.4% | 3.94% | -6.3% |
| Q4 2017 | $46,047,000 | +4.2% | 133,313 | -1.6% | 4.20% | -0.8% |
| Q3 2017 | $44,197,000 | +1.6% | 135,436 | -1.1% | 4.23% | -0.8% |
| Q2 2017 | $43,508,000 | -2.0% | 136,981 | -3.6% | 4.27% | -3.4% |
| Q1 2017 | $44,408,000 | +1.2% | 142,140 | -2.3% | 4.42% | -2.9% |
| Q4 2016 | $43,881,000 | +7.1% | 145,432 | +0.2% | 4.55% | +3.8% |
| Q3 2016 | $40,969,000 | +3.0% | 145,138 | -0.7% | 4.39% | -3.4% |
| Q2 2016 | $39,788,000 | +2.9% | 146,158 | -0.7% | 4.54% | +2.8% |
| Q1 2016 | $38,677,000 | +5.0% | 147,216 | +1.6% | 4.42% | +2.7% |
| Q4 2015 | $36,825,000 | +1.1% | 144,959 | -0.9% | 4.30% | -3.6% |
| Q3 2015 | $36,409,000 | -10.7% | 146,286 | -2.0% | 4.46% | -3.4% |
| Q2 2015 | $40,785,000 | -5.6% | 149,286 | -4.2% | 4.62% | -7.9% |
| Q1 2015 | $43,194,000 | +5.8% | 155,798 | +0.8% | 5.02% | +2.5% |
| Q4 2014 | $40,812,000 | +5.6% | 154,611 | -0.2% | 4.90% | +2.9% |
| Q3 2014 | $38,644,000 | -4.4% | 154,996 | -0.1% | 4.76% | -6.0% |
| Q2 2014 | $40,422,000 | +3847.5% | 155,137 | +3696.8% | 5.06% | +3123.6% |
| Q1 2014 | $1,024,000 | -97.2% | 4,086 | -97.3% | 0.16% | -97.0% |
| Q4 2013 | $37,032,000 | +7.5% | 151,646 | -0.3% | 5.22% | +2.0% |
| Q3 2013 | $34,435,000 | +6.3% | 152,144 | -1.3% | 5.12% | +1.0% |
| Q2 2013 | $32,381,000 | – | 154,121 | – | 5.07% | – |
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% |