SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,533 | -4.7% | 645 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $308,897 | +4.5% | 645 | 0.0% | 0.10% | +16.1% |
| Q1 2023 | $295,674 | +3.5% | 645 | 0.0% | 0.09% | -25.6% |
| Q4 2022 | $285,600 | +10.7% | 645 | 0.0% | 0.12% | +9.3% |
| Q3 2022 | $258,000 | -3.4% | 645 | 0.0% | 0.11% | +10.3% |
| Q2 2022 | $267,000 | -15.2% | 645 | 0.0% | 0.10% | +2.1% |
| Q1 2022 | $315,000 | -5.4% | 645 | 0.0% | 0.10% | +23.4% |
| Q4 2021 | $333,000 | +7.4% | 645 | 0.0% | 0.08% | -18.1% |
| Q3 2021 | $310,000 | -76.6% | 645 | -76.1% | 0.09% | -77.7% |
| Q2 2021 | $1,325,000 | +3.2% | 2,698 | 0.0% | 0.42% | 0.0% |
| Q1 2021 | $1,284,000 | +13.3% | 2,698 | 0.0% | 0.42% | +6.6% |
| Q4 2020 | $1,133,000 | +24.0% | 2,698 | 0.0% | 0.40% | -9.0% |
| Q3 2020 | $914,000 | – | 2,698 | – | 0.43% | – |
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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% |