SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,315 | -5.7% | 454 | -1.1% | 0.03% | -12.9% |
| Q2 2023 | $219,820 | +4.5% | 459 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $210,410 | +3.1% | 459 | -0.4% | 0.03% | -3.1% |
| Q4 2022 | $204,126 | +10.3% | 461 | 0.0% | 0.03% | +6.7% |
| Q3 2022 | $185,000 | -3.1% | 461 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $191,000 | -15.9% | 461 | -0.2% | 0.03% | +3.3% |
| Q1 2022 | $227,000 | -5.4% | 462 | -0.4% | 0.03% | 0.0% |
| Q4 2021 | $240,000 | +14.8% | 464 | +6.9% | 0.03% | +7.1% |
| Q3 2021 | $209,000 | -2.8% | 434 | -0.9% | 0.03% | -3.4% |
| Q2 2021 | $215,000 | +2.9% | 438 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $209,000 | +12.4% | 438 | -1.4% | 0.03% | +3.3% |
| Q4 2020 | $186,000 | +21.6% | 444 | -1.6% | 0.03% | +3.4% |
| Q3 2020 | $153,000 | +4.8% | 451 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $146,000 | +33.9% | 451 | +8.9% | 0.03% | +6.9% |
| Q1 2020 | $109,000 | -29.7% | 414 | 0.0% | 0.03% | -19.4% |
| Q4 2019 | $155,000 | – | 414 | – | 0.04% | – |
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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% |