SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,814 | -4.6% | 85 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $40,706 | +4.5% | 85 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,964 | +3.5% | 85 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $37,636 | +10.7% | 85 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $34,000 | -2.9% | 85 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -16.7% | 85 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -4.5% | 85 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +7.3% | 85 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | -12.8% | 85 | -10.5% | 0.01% | -7.1% |
| Q2 2021 | $47,000 | +4.4% | 95 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $45,000 | +12.5% | 95 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $40,000 | -73.5% | 95 | -78.7% | 0.01% | -76.7% |
| Q3 2020 | $151,000 | +4.9% | 445 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $144,000 | +16.1% | 445 | -5.9% | 0.06% | -6.3% |
| Q1 2020 | $124,000 | -53.0% | 473 | -32.7% | 0.06% | -41.7% |
| Q4 2019 | $264,000 | +6.5% | 703 | 0.0% | 0.11% | -1.8% |
| Q3 2019 | $248,000 | -0.4% | 703 | 0.0% | 0.11% | -2.7% |
| Q2 2019 | $249,000 | +2.5% | 703 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $243,000 | +9.5% | 703 | -4.0% | 0.11% | -2.6% |
| Q4 2018 | $222,000 | -17.5% | 732 | 0.0% | 0.12% | -7.2% |
| Q3 2018 | $269,000 | +3.5% | 732 | 0.0% | 0.12% | -3.1% |
| Q2 2018 | $260,000 | -6.8% | 732 | -10.4% | 0.13% | -7.2% |
| Q1 2018 | $279,000 | -1.1% | 817 | 0.0% | 0.14% | -1.4% |
| Q4 2017 | $282,000 | +5.6% | 817 | 0.0% | 0.14% | +1.4% |
| Q3 2017 | $267,000 | +3.1% | 817 | 0.0% | 0.14% | 0.0% |
| Q2 2017 | $259,000 | +1.6% | 817 | 0.0% | 0.14% | -7.3% |
| Q1 2017 | $255,000 | -11.8% | 817 | -14.8% | 0.15% | -14.3% |
| Q4 2016 | $289,000 | +6.6% | 959 | 0.0% | 0.18% | +1.7% |
| Q3 2016 | $271,000 | +3.8% | 959 | 0.0% | 0.17% | 0.0% |
| Q2 2016 | $261,000 | +3.6% | 959 | 0.0% | 0.17% | +0.6% |
| Q1 2016 | $252,000 | +3.3% | 959 | 0.0% | 0.17% | -6.6% |
| Q4 2015 | $244,000 | +2.1% | 959 | 0.0% | 0.18% | -4.7% |
| Q3 2015 | $239,000 | -12.5% | 959 | -4.0% | 0.19% | -6.8% |
| Q2 2015 | $273,000 | -1.4% | 999 | 0.0% | 0.21% | -3.3% |
| Q1 2015 | $277,000 | +2.2% | 999 | -2.8% | 0.21% | -1.4% |
| Q4 2014 | $271,000 | +8.8% | 1,028 | +2.9% | 0.22% | +3.3% |
| Q3 2014 | $249,000 | +13.2% | 999 | +18.2% | 0.21% | +2.0% |
| Q2 2014 | $220,000 | +3.8% | 845 | 0.0% | 0.20% | 0.0% |
| Q1 2014 | $212,000 | +2.9% | 845 | 0.0% | 0.20% | +1.0% |
| Q4 2013 | $206,000 | – | 845 | – | 0.20% | – |
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% |