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 2021 | $233,000 | -2.1% | 485 | 0.0% | 0.10% | +6.7% |
| Q2 2021 | $238,000 | +3.0% | 485 | 0.0% | 0.09% | +2.3% |
| Q1 2021 | $231,000 | +7.9% | 485 | -4.9% | 0.09% | 0.0% |
| Q4 2020 | $214,000 | +3.4% | 510 | -16.4% | 0.09% | -5.4% |
| Q3 2020 | $207,000 | -9.6% | 610 | 0.0% | 0.09% | -18.6% |
| Q4 2019 | $229,000 | +6.5% | 610 | 0.0% | 0.11% | +1.8% |
| Q3 2019 | $215,000 | -0.5% | 610 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $216,000 | +2.4% | 610 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $211,000 | -5.8% | 610 | 0.0% | 0.11% | -6.7% |
| Q3 2018 | $224,000 | +3.2% | 610 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $217,000 | 0.0% | 610 | -3.9% | 0.13% | -0.8% |
| Q1 2018 | $217,000 | -0.9% | 635 | 0.0% | 0.13% | +1.6% |
| Q4 2017 | $219,000 | +5.8% | 635 | 0.0% | 0.12% | +11.6% |
| Q3 2017 | $207,000 | +2.5% | 635 | 0.0% | 0.11% | -6.7% |
| Q2 2017 | $202,000 | – | 635 | – | 0.12% | – |
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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% |