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 | $1,093,814 | +4.2% | 2,395 | +9.3% | 0.04% | +20.7% |
| Q2 2023 | $1,049,932 | +28.8% | 2,192 | +23.3% | 0.03% | +38.1% |
| Q1 2023 | $815,202 | +284.5% | 1,778 | +299.6% | 0.02% | -55.3% |
| Q1 2021 | $212,000 | -76.7% | 445 | -79.4% | 0.05% | +261.5% |
| Q4 2020 | $909,000 | +17.1% | 2,165 | -5.4% | 0.01% | -7.1% |
| Q3 2020 | $776,000 | +0.4% | 2,289 | -3.9% | 0.01% | -6.7% |
| Q2 2020 | $773,000 | +16.8% | 2,381 | -5.4% | 0.02% | -25.0% |
| Q1 2020 | $662,000 | -43.5% | 2,518 | -19.2% | 0.02% | -44.4% |
| Q4 2019 | $1,171,000 | +43.0% | 3,118 | +34.2% | 0.04% | +9.1% |
| Q3 2019 | $819,000 | -29.3% | 2,324 | -28.9% | 0.03% | -34.0% |
| Q2 2019 | $1,159,000 | -84.6% | 3,270 | -85.0% | 0.05% | -88.9% |
| Q1 2019 | $7,519,000 | +90.3% | 21,768 | +66.7% | 0.45% | -11.9% |
| Q4 2018 | $3,952,000 | -53.7% | 13,057 | -43.8% | 0.51% | +4.9% |
| Q3 2018 | $8,532,000 | +60.8% | 23,218 | +55.4% | 0.49% | +27.5% |
| Q2 2018 | $5,305,000 | +5.9% | 14,942 | +1.9% | 0.38% | -11.8% |
| Q1 2018 | $5,010,000 | -0.5% | 14,659 | +0.6% | 0.43% | -11.5% |
| Q4 2017 | $5,033,000 | +2177.4% | 14,569 | +2055.2% | 0.49% | +228.2% |
| Q3 2017 | $221,000 | -93.3% | 676 | -93.5% | 0.15% | -62.0% |
| Q2 2017 | $3,322,000 | +6.3% | 10,459 | +4.6% | 0.39% | -18.5% |
| Q1 2017 | $3,124,000 | +564.7% | 10,000 | +541.8% | 0.48% | +345.4% |
| Q4 2016 | $470,000 | +55.1% | 1,558 | +45.1% | 0.11% | -27.0% |
| Q3 2016 | $303,000 | +39.0% | 1,074 | +25.5% | 0.15% | +469.2% |
| Q4 2015 | $218,000 | -41.2% | 856 | -42.5% | 0.03% | -93.5% |
| Q3 2015 | $371,000 | +4.2% | 1,489 | +14.3% | 0.40% | +18.3% |
| Q2 2015 | $356,000 | – | 1,303 | – | 0.34% | – |
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% |