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 | $2,636,782 | -10.2% | 5,774 | -5.8% | 0.21% | -9.0% |
| Q2 2023 | $2,934,794 | -40.5% | 6,128 | -43.0% | 0.23% | -46.1% |
| Q1 2023 | $4,929,071 | +7.8% | 10,753 | +4.1% | 0.43% | -2.9% |
| Q4 2022 | $4,571,470 | +8.9% | 10,325 | -1.2% | 0.45% | +26.6% |
| Q3 2022 | $4,199,000 | -3.5% | 10,455 | -0.7% | 0.35% | -24.2% |
| Q2 2022 | $4,352,000 | -15.5% | 10,525 | -2.8% | 0.47% | -7.4% |
| Q1 2022 | $5,153,000 | -7.3% | 10,824 | +0.8% | 0.50% | +12.0% |
| Q4 2021 | $5,557,000 | +7.5% | 10,736 | -0.2% | 0.45% | -1.3% |
| Q3 2021 | $5,170,000 | -2.6% | 10,753 | -0.6% | 0.46% | -7.9% |
| Q2 2021 | $5,310,000 | +3.0% | 10,814 | -0.1% | 0.49% | -5.9% |
| Q1 2021 | $5,153,000 | +10.4% | 10,824 | -2.7% | 0.52% | +3.1% |
| Q4 2020 | $4,669,000 | +19.6% | 11,119 | -3.5% | 0.51% | +0.6% |
| Q3 2020 | $3,905,000 | -2.8% | 11,525 | -7.0% | 0.51% | -8.5% |
| Q2 2020 | $4,019,000 | +22.0% | 12,388 | -1.1% | 0.55% | -6.9% |
| Q1 2020 | $3,294,000 | -31.7% | 12,532 | -2.4% | 0.59% | -16.1% |
| Q4 2019 | $4,822,000 | +6.3% | 12,845 | -0.2% | 0.71% | -5.0% |
| Q3 2019 | $4,535,000 | -1.4% | 12,868 | -0.8% | 0.74% | -3.9% |
| Q2 2019 | $4,600,000 | +3.4% | 12,974 | +0.8% | 0.78% | -0.4% |
| Q1 2019 | $4,447,000 | +13.0% | 12,876 | -1.0% | 0.78% | -4.4% |
| Q4 2018 | $3,936,000 | -17.4% | 13,005 | +0.2% | 0.81% | -5.6% |
| Q3 2018 | $4,767,000 | +5.6% | 12,974 | +2.0% | 0.86% | -3.8% |
| Q2 2018 | $4,514,000 | +5.6% | 12,716 | +1.7% | 0.90% | -4.0% |
| Q1 2018 | $4,273,000 | -2.6% | 12,504 | -1.6% | 0.93% | +1.2% |
| Q4 2017 | $4,388,000 | -1.7% | 12,704 | -7.1% | 0.92% | -9.0% |
| Q3 2017 | $4,462,000 | +4.6% | 13,675 | +1.8% | 1.01% | -1.2% |
| Q2 2017 | $4,266,000 | +5.3% | 13,429 | +3.5% | 1.02% | -0.7% |
| Q1 2017 | $4,053,000 | +195.4% | 12,973 | +185.1% | 1.03% | +174.5% |
| Q4 2016 | $1,372,000 | +176.6% | 4,550 | +159.0% | 0.38% | +166.7% |
| Q3 2016 | $496,000 | +70.4% | 1,757 | +63.9% | 0.14% | +62.1% |
| Q2 2016 | $291,000 | -3.3% | 1,072 | -6.5% | 0.09% | -4.4% |
| Q1 2016 | $301,000 | -7.7% | 1,146 | -10.9% | 0.09% | -10.8% |
| Q4 2015 | $326,000 | +3.2% | 1,286 | +1.2% | 0.10% | +2.0% |
| Q3 2015 | $316,000 | -16.2% | 1,271 | -8.0% | 0.10% | -10.7% |
| Q2 2015 | $377,000 | +3.0% | 1,381 | +4.5% | 0.11% | +4.7% |
| Q1 2015 | $366,000 | -3.2% | 1,321 | -7.7% | 0.11% | -4.5% |
| Q4 2014 | $378,000 | -25.6% | 1,431 | -29.7% | 0.11% | -31.3% |
| Q3 2014 | $508,000 | -7.0% | 2,036 | -2.9% | 0.16% | -4.1% |
| Q2 2014 | $546,000 | +7.9% | 2,096 | +3.7% | 0.17% | -1.7% |
| Q1 2014 | $506,000 | +4.1% | 2,021 | +1.5% | 0.17% | +5.5% |
| Q4 2013 | $486,000 | – | 1,991 | – | 0.16% | – |
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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% |