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 | $12,063,675 | +2.4% | 26,418 | +7.4% | 0.08% | -7.3% |
| Q2 2023 | $11,776,275 | -12.0% | 24,590 | -15.7% | 0.08% | -17.2% |
| Q1 2023 | $13,375,195 | +24.9% | 29,177 | +20.6% | 0.10% | +13.8% |
| Q4 2022 | $10,710,629 | +21.9% | 24,189 | +10.6% | 0.09% | -20.2% |
| Q3 2022 | $8,786,000 | +10.5% | 21,876 | +13.7% | 0.11% | +6.9% |
| Q2 2022 | $7,953,000 | +8.0% | 19,232 | +28.1% | 0.10% | +14.6% |
| Q1 2022 | $7,366,000 | -3.3% | 15,019 | +2.0% | 0.09% | -4.3% |
| Q4 2021 | $7,621,000 | -44.6% | 14,722 | -48.6% | 0.09% | -50.0% |
| Q3 2021 | $13,768,000 | -1.3% | 28,632 | +0.8% | 0.19% | -5.6% |
| Q2 2021 | $13,951,000 | +9.0% | 28,413 | +5.7% | 0.20% | -27.3% |
| Q1 2021 | $12,795,000 | +14.7% | 26,876 | +1.2% | 0.27% | +5.0% |
| Q4 2020 | $11,155,000 | +16.3% | 26,564 | -6.2% | 0.26% | +3.2% |
| Q3 2020 | $9,595,000 | +3.3% | 28,317 | -1.1% | 0.25% | +1.2% |
| Q2 2020 | $9,291,000 | +86.6% | 28,631 | +51.1% | 0.25% | +50.6% |
| Q1 2020 | $4,980,000 | -44.1% | 18,945 | -19.9% | 0.16% | -31.1% |
| Q4 2019 | $8,901,000 | +8.9% | 23,666 | +2.1% | 0.24% | -3.6% |
| Q3 2019 | $8,174,000 | +32.7% | 23,178 | +33.4% | 0.25% | +30.0% |
| Q2 2019 | $6,161,000 | -10.3% | 17,375 | -12.6% | 0.19% | -14.8% |
| Q1 2019 | $6,866,000 | +24.0% | 19,870 | +8.5% | 0.22% | +4.2% |
| Q4 2018 | $5,539,000 | -10.6% | 18,310 | +8.5% | 0.21% | -0.9% |
| Q3 2018 | $6,196,000 | +17.8% | 16,873 | +14.0% | 0.22% | -17.9% |
| Q2 2018 | $5,260,000 | +5.0% | 14,803 | +1.0% | 0.26% | +19.5% |
| Q1 2018 | $5,009,000 | -33.5% | 14,661 | -32.8% | 0.22% | -30.4% |
| Q4 2017 | $7,535,000 | +65.2% | 21,822 | +56.1% | 0.32% | +52.7% |
| Q3 2017 | $4,560,000 | +2.0% | 13,982 | -0.6% | 0.21% | -1.9% |
| Q2 2017 | $4,471,000 | -12.3% | 14,061 | -13.9% | 0.21% | -13.2% |
| Q1 2017 | $5,097,000 | +3.2% | 16,333 | -0.3% | 0.24% | -5.1% |
| Q4 2016 | $4,941,000 | -32.9% | 16,375 | -37.2% | 0.26% | -8.9% |
| Q3 2016 | $7,361,000 | +69.0% | 26,076 | +62.9% | 0.28% | +11.1% |
| Q2 2016 | $4,355,000 | +6.5% | 16,006 | +2.8% | 0.25% | -0.8% |
| Q1 2016 | $4,090,000 | -3.4% | 15,573 | -6.6% | 0.26% | -5.6% |
| Q4 2015 | $4,236,000 | -3.1% | 16,674 | -5.2% | 0.27% | -9.7% |
| Q3 2015 | $4,372,000 | +36.0% | 17,587 | +51.6% | 0.30% | +45.1% |
| Q2 2015 | $3,215,000 | 0.0% | 11,601 | 0.0% | 0.21% | 0.0% |
| Q1 2015 | $3,215,000 | -6.3% | 11,601 | -10.8% | 0.21% | -15.2% |
| Q4 2014 | $3,430,000 | +0.6% | 13,005 | -5.0% | 0.24% | +4.7% |
| Q3 2014 | $3,409,000 | -64.0% | 13,696 | -62.3% | 0.23% | -62.7% |
| Q2 2014 | $9,478,000 | +141.5% | 36,358 | +132.6% | 0.62% | +120.6% |
| Q1 2014 | $3,924,000 | -1.0% | 15,634 | -3.8% | 0.28% | -6.9% |
| Q4 2013 | $3,963,000 | +13.2% | 16,250 | +5.1% | 0.30% | 0.0% |
| Q3 2013 | $3,501,000 | -1.8% | 15,456 | -8.8% | 0.30% | -14.4% |
| Q2 2013 | $3,564,000 | -0.1% | 16,947 | -0.4% | 0.35% | -1.9% |
| Q1 2013 | $3,566,000 | – | 17,022 | – | 0.36% | – |
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% |