SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,185,271 | -7.6% | 9,165 | -3.1% | 0.08% | -3.7% |
| Q2 2023 | $4,529,325 | +14.2% | 9,458 | +9.3% | 0.08% | -46.8% |
| Q1 2023 | $3,967,491 | -8.9% | 8,655 | -12.0% | 0.15% | -13.0% |
| Q4 2022 | $4,356,168 | -2.9% | 9,838 | -11.9% | 0.18% | -22.0% |
| Q3 2022 | $4,488,000 | -6.7% | 11,173 | -4.0% | 0.23% | -0.9% |
| Q2 2022 | $4,811,000 | -18.3% | 11,634 | -3.1% | 0.23% | -12.3% |
| Q1 2022 | $5,890,000 | -6.7% | 12,010 | -1.5% | 0.26% | +8.3% |
| Q4 2021 | $6,315,000 | +7.3% | 12,199 | -0.3% | 0.24% | -20.2% |
| Q3 2021 | $5,885,000 | -4.4% | 12,237 | -2.4% | 0.30% | -9.0% |
| Q2 2021 | $6,158,000 | +2.8% | 12,541 | -0.3% | 0.33% | -14.7% |
| Q1 2021 | $5,990,000 | +10.7% | 12,582 | -2.4% | 0.39% | -9.3% |
| Q4 2020 | $5,413,000 | +22.9% | 12,890 | -0.9% | 0.43% | -34.3% |
| Q3 2020 | $4,405,000 | +2.3% | 13,002 | -2.1% | 0.65% | -5.1% |
| Q2 2020 | $4,308,000 | +23.3% | 13,275 | -0.2% | 0.69% | -6.1% |
| Q1 2020 | $3,495,000 | -31.1% | 13,295 | -1.6% | 0.73% | -7.6% |
| Q4 2019 | $5,073,000 | +6.3% | 13,513 | -0.2% | 0.79% | 0.0% |
| Q3 2019 | $4,772,000 | -0.6% | 13,538 | 0.0% | 0.79% | -9.5% |
| Q2 2019 | $4,800,000 | +2.1% | 13,538 | -0.5% | 0.88% | -0.5% |
| Q1 2019 | $4,700,000 | +13.3% | 13,606 | -0.7% | 0.88% | +7.7% |
| Q4 2018 | $4,147,000 | -18.2% | 13,701 | -0.7% | 0.82% | -20.4% |
| Q3 2018 | $5,068,000 | +3.5% | 13,791 | 0.0% | 1.03% | -0.6% |
| Q2 2018 | $4,896,000 | +2.0% | 13,791 | -1.9% | 1.03% | +3.6% |
| Q1 2018 | $4,802,000 | -1.1% | 14,052 | 0.0% | 1.00% | -4.8% |
| Q4 2017 | $4,854,000 | +1.6% | 14,052 | -4.0% | 1.05% | -2.9% |
| Q3 2017 | $4,778,000 | +2.7% | 14,643 | -0.0% | 1.08% | -4.7% |
| Q2 2017 | $4,652,000 | +1.5% | 14,645 | -0.2% | 1.13% | -1.7% |
| Q1 2017 | $4,585,000 | +2.9% | 14,675 | -0.6% | 1.15% | -23.6% |
| Q4 2016 | $4,454,000 | +2.7% | 14,762 | -3.9% | 1.50% | +3.4% |
| Q3 2016 | $4,337,000 | +3.0% | 15,364 | -0.6% | 1.45% | -1.2% |
| Q2 2016 | $4,209,000 | +2.8% | 15,463 | -0.7% | 1.47% | +2.9% |
| Q1 2016 | $4,093,000 | +3.3% | 15,578 | -0.2% | 1.43% | -8.7% |
| Q4 2015 | $3,964,000 | -5.4% | 15,604 | -7.3% | 1.57% | -10.3% |
| Q3 2015 | $4,190,000 | -12.8% | 16,833 | -4.3% | 1.75% | -7.8% |
| Q2 2015 | $4,803,000 | -2.2% | 17,581 | -0.7% | 1.89% | -1.1% |
| Q1 2015 | $4,910,000 | +2.9% | 17,712 | -2.0% | 1.92% | +3.4% |
| Q4 2014 | $4,773,000 | +8.1% | 18,081 | +2.1% | 1.85% | -0.9% |
| Q3 2014 | $4,416,000 | -4.5% | 17,712 | -0.2% | 1.87% | -11.0% |
| Q2 2014 | $4,623,000 | -0.7% | 17,742 | -4.5% | 2.10% | +13.6% |
| Q1 2014 | $4,654,000 | +1.5% | 18,573 | -1.0% | 1.85% | +6.1% |
| Q4 2013 | $4,583,000 | +3.7% | 18,769 | -3.9% | 1.74% | -17.9% |
| Q3 2013 | $4,421,000 | +0.8% | 19,535 | -6.4% | 2.12% | -5.9% |
| Q2 2013 | $4,386,000 | – | 20,876 | – | 2.25% | – |
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% |