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 | $654,764 | -13.7% | 1,434 | -9.4% | 0.12% | -7.8% |
| Q2 2023 | $758,303 | +8.2% | 1,583 | +3.5% | 0.13% | -4.5% |
| Q1 2023 | $700,897 | +5.5% | 1,529 | +1.9% | 0.13% | -4.3% |
| Q4 2022 | $664,380 | +11.8% | 1,500 | +1.4% | 0.14% | +5.3% |
| Q3 2022 | $594,000 | -2.8% | 1,479 | +0.1% | 0.13% | +10.8% |
| Q2 2022 | $611,000 | -15.7% | 1,478 | 0.0% | 0.12% | +2.6% |
| Q1 2022 | $725,000 | -15.3% | 1,478 | -10.6% | 0.12% | -15.8% |
| Q4 2021 | $856,000 | +22.8% | 1,653 | +14.1% | 0.14% | +13.9% |
| Q3 2021 | $697,000 | -2.0% | 1,449 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $711,000 | +3.0% | 1,449 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $690,000 | +13.5% | 1,449 | +0.1% | 0.13% | +8.3% |
| Q4 2020 | $608,000 | +40.4% | 1,448 | +13.3% | 0.12% | +22.2% |
| Q3 2020 | $433,000 | +3.1% | 1,278 | -1.2% | 0.10% | -3.9% |
| Q2 2020 | $420,000 | +32.5% | 1,294 | +7.2% | 0.10% | +5.1% |
| Q1 2020 | $317,000 | -28.6% | 1,207 | +2.1% | 0.10% | -2.0% |
| Q4 2019 | $444,000 | +6.5% | 1,182 | 0.0% | 0.10% | -4.8% |
| Q3 2019 | $417,000 | +73.8% | 1,182 | +74.9% | 0.10% | +98.1% |
| Q2 2019 | $240,000 | -45.3% | 676 | -46.8% | 0.05% | -44.2% |
| Q1 2019 | $439,000 | +12.9% | 1,270 | -1.2% | 0.10% | -40.6% |
| Q4 2018 | $389,000 | – | 1,286 | – | 0.16% | – |
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% |