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 | $67,297,564 | -0.9% | 147,376 | +4.0% | 0.12% | +1.7% |
| Q2 2023 | $67,894,606 | +8.6% | 141,769 | +4.0% | 0.12% | +1.7% |
| Q1 2023 | $62,518,369 | +20.0% | 136,381 | +15.9% | 0.12% | +12.4% |
| Q4 2022 | $52,098,128 | +47.4% | 117,655 | +33.7% | 0.10% | +32.9% |
| Q3 2022 | $35,340,000 | -5.4% | 87,979 | -2.6% | 0.08% | -2.5% |
| Q2 2022 | $37,342,000 | -24.6% | 90,306 | -10.5% | 0.08% | -12.9% |
| Q1 2022 | $49,498,000 | -15.3% | 100,920 | -10.6% | 0.09% | -14.7% |
| Q4 2021 | $58,420,000 | +6.8% | 112,848 | -0.8% | 0.11% | -1.8% |
| Q3 2021 | $54,711,000 | -0.2% | 113,770 | +1.9% | 0.11% | -0.9% |
| Q2 2021 | $54,843,000 | +7.4% | 111,691 | +4.1% | 0.11% | -2.6% |
| Q1 2021 | $51,080,000 | +32.3% | 107,299 | +16.7% | 0.12% | +19.8% |
| Q4 2020 | $38,614,000 | +18.5% | 91,951 | -4.4% | 0.10% | +3.2% |
| Q3 2020 | $32,596,000 | +2.1% | 96,194 | -2.2% | 0.09% | -7.9% |
| Q2 2020 | $31,914,000 | +2.0% | 98,340 | -17.4% | 0.10% | -25.7% |
| Q1 2020 | $31,284,000 | -39.4% | 118,990 | -13.4% | 0.14% | -17.6% |
| Q4 2019 | $51,589,000 | +1.0% | 137,425 | -5.2% | 0.16% | -10.8% |
| Q3 2019 | $51,077,000 | +1.3% | 144,908 | +1.9% | 0.18% | -4.6% |
| Q2 2019 | $50,433,000 | +15.8% | 142,226 | +12.8% | 0.19% | +7.8% |
| Q1 2019 | $43,564,000 | -19.8% | 126,123 | -14.7% | 0.18% | -26.8% |
| Q3 2018 | $54,353,000 | +2.8% | 147,912 | -0.7% | 0.25% | -8.6% |
| Q2 2018 | $52,870,000 | +11.3% | 148,917 | +7.1% | 0.27% | -1.5% |
| Q1 2018 | $47,507,000 | -8.9% | 139,016 | -7.9% | 0.27% | -16.3% |
| Q4 2017 | $52,161,000 | +19.1% | 150,987 | +12.5% | 0.33% | +16.4% |
| Q3 2017 | $43,814,000 | +4.7% | 134,243 | +1.9% | 0.28% | -3.4% |
| Q2 2017 | $41,864,000 | -15.5% | 131,788 | -16.9% | 0.29% | -23.1% |
| Q1 2017 | $49,527,000 | +7.5% | 158,506 | +3.8% | 0.38% | -2.6% |
| Q4 2016 | $46,093,000 | -8.3% | 152,759 | -14.3% | 0.39% | -13.6% |
| Q3 2016 | $50,288,000 | +65.3% | 178,153 | +59.4% | 0.45% | +52.4% |
| Q2 2016 | $30,428,000 | +54.0% | 111,774 | +48.6% | 0.29% | +29.5% |
| Q1 2016 | $19,761,000 | -24.3% | 75,217 | -26.8% | 0.23% | -25.6% |
| Q4 2015 | $26,100,000 | +60.2% | 102,737 | +57.0% | 0.30% | +11.7% |
| Q3 2015 | $16,289,000 | -13.5% | 65,445 | -3.6% | 0.27% | -70.3% |
| Q1 2015 | $18,831,000 | +2.2% | 67,922 | -2.7% | 0.92% | -3.7% |
| Q4 2014 | $18,426,000 | +2.7% | 69,804 | -3.0% | 0.95% | -1.8% |
| Q3 2014 | $17,935,000 | -3.4% | 71,938 | -2.9% | 0.97% | -11.2% |
| Q1 2014 | $18,569,000 | +2.7% | 74,108 | +0.1% | 1.09% | -1.5% |
| Q4 2013 | $18,081,000 | -8.7% | 74,043 | -15.4% | 1.11% | -15.3% |
| Q3 2013 | $19,800,000 | +50.5% | 87,485 | +39.7% | 1.31% | +240.5% |
| Q2 2013 | $13,160,000 | – | 62,636 | – | 0.38% | – |
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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% |