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 | $13,771,297 | +38.2% | 30,158 | +344.1% | 0.21% | +48.6% |
| Q2 2023 | $9,967,806 | +664.3% | 6,791 | -58.0% | 0.14% | +554.5% |
| Q1 2023 | $1,304,218 | -66.8% | 16,177 | +82.1% | 0.02% | -69.0% |
| Q4 2022 | $3,934,233 | +139.3% | 8,885 | +123.4% | 0.07% | +91.9% |
| Q2 2022 | $1,644,000 | -16.4% | 3,977 | -0.8% | 0.04% | -14.0% |
| Q1 2022 | $1,967,000 | -6.7% | 4,011 | -1.5% | 0.04% | -14.0% |
| Q4 2021 | $2,108,000 | +11.9% | 4,072 | +4.0% | 0.05% | -3.8% |
| Q3 2021 | $1,883,000 | +2.6% | 3,916 | +4.7% | 0.05% | +2.0% |
| Q2 2021 | $1,836,000 | +2.5% | 3,739 | -0.7% | 0.05% | -10.5% |
| Q1 2021 | $1,792,000 | +67.3% | 3,765 | +47.6% | 0.06% | +50.0% |
| Q4 2020 | $1,071,000 | +26.0% | 2,550 | +1.6% | 0.04% | +2.7% |
| Q3 2020 | $850,000 | -33.3% | 2,510 | -36.1% | 0.04% | -31.5% |
| Q2 2020 | $1,275,000 | +19.7% | 3,930 | -3.0% | 0.05% | +3.8% |
| Q1 2020 | $1,065,000 | +147.1% | 4,050 | +252.8% | 0.05% | +188.9% |
| Q4 2019 | $431,000 | +20.4% | 1,148 | +12.9% | 0.02% | 0.0% |
| Q3 2019 | $358,000 | -0.8% | 1,017 | 0.0% | 0.02% | -21.7% |
| Q2 2019 | $361,000 | – | 1,017 | – | 0.02% | – |
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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% |