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 | $11,253,893 | -43.4% | 24,645 | -40.7% | 1.50% | -40.6% |
| Q2 2023 | $19,896,316 | +3.0% | 41,545 | -1.4% | 2.52% | -1.3% |
| Q1 2023 | $19,315,105 | +43.3% | 42,135 | +38.4% | 2.55% | +35.4% |
| Q4 2022 | $13,481,184 | +263.9% | 30,446 | +230.0% | 1.88% | +229.0% |
| Q3 2022 | $3,705,000 | +3.1% | 9,225 | +6.1% | 0.57% | +7.1% |
| Q2 2022 | $3,595,000 | -76.3% | 8,695 | -71.9% | 0.54% | -72.9% |
| Q1 2022 | $15,182,000 | +108.6% | 30,957 | +120.2% | 1.97% | +123.3% |
| Q4 2021 | $7,277,000 | -13.9% | 14,057 | -20.1% | 0.88% | -16.4% |
| Q3 2021 | $8,456,000 | -60.0% | 17,585 | -59.1% | 1.06% | -61.7% |
| Q2 2021 | $21,115,000 | +30.3% | 43,005 | +26.4% | 2.77% | +16.6% |
| Q1 2021 | $16,202,000 | +23.9% | 34,035 | +9.3% | 2.37% | +20.7% |
| Q4 2020 | $13,072,000 | +29.1% | 31,130 | +4.2% | 1.97% | +25.1% |
| Q3 2020 | $10,123,000 | +65.7% | 29,875 | +58.6% | 1.57% | +60.8% |
| Q2 2020 | $6,111,000 | +6.4% | 18,835 | -13.8% | 0.98% | +3.4% |
| Q1 2020 | $5,741,000 | -74.8% | 21,840 | -64.1% | 0.94% | -71.8% |
| Q4 2019 | $22,806,000 | +8.7% | 60,755 | +2.1% | 3.35% | +4.1% |
| Q3 2019 | $20,974,000 | -0.5% | 59,505 | +0.1% | 3.22% | -2.2% |
| Q2 2019 | $21,086,000 | +5.8% | 59,465 | +3.0% | 3.29% | -3.6% |
| Q1 2019 | $19,938,000 | +10.2% | 57,725 | -3.5% | 3.42% | -6.6% |
| Q4 2018 | $18,100,000 | -26.7% | 59,800 | -11.0% | 3.66% | -18.1% |
| Q3 2018 | $24,690,000 | +4.4% | 67,190 | +0.9% | 4.47% | -0.3% |
| Q2 2018 | $23,644,000 | +3.0% | 66,600 | -0.8% | 4.48% | +5.2% |
| Q1 2018 | $22,947,000 | +8.2% | 67,150 | +9.3% | 4.26% | +0.4% |
| Q4 2017 | $21,215,000 | +6.1% | 61,420 | +0.2% | 4.24% | +6.6% |
| Q3 2017 | $19,994,000 | -10.3% | 61,270 | -12.7% | 3.98% | -21.2% |
| Q2 2017 | $22,291,000 | +88.9% | 70,180 | +85.8% | 5.05% | +64.9% |
| Q1 2017 | $11,803,000 | +6.5% | 37,780 | +2.9% | 3.06% | +0.1% |
| Q4 2016 | $11,080,000 | +1054.2% | 36,720 | +980.0% | 3.06% | +722.6% |
| Q3 2016 | $960,000 | +9.5% | 3,400 | +5.6% | 0.37% | +6.6% |
| Q2 2016 | $877,000 | +0.6% | 3,220 | -3.0% | 0.35% | -9.1% |
| Q1 2016 | $872,000 | -57.5% | 3,320 | -58.9% | 0.38% | -54.2% |
| Q4 2015 | $2,053,000 | +10.6% | 8,080 | +8.2% | 0.84% | +12.2% |
| Q3 2015 | $1,856,000 | +11.1% | 7,470 | +22.1% | 0.75% | +28.8% |
| Q2 2015 | $1,671,000 | -1.6% | 6,120 | -0.1% | 0.58% | -4.0% |
| Q1 2015 | $1,698,000 | -56.9% | 6,125 | -59.0% | 0.60% | -56.7% |
| Q4 2014 | $3,942,000 | +14.5% | 14,935 | +8.1% | 1.39% | +5.0% |
| Q3 2014 | $3,444,000 | -2.4% | 13,815 | +2.0% | 1.33% | -1.6% |
| Q2 2014 | $3,529,000 | +3.6% | 13,545 | -0.4% | 1.35% | -1.4% |
| Q1 2014 | $3,406,000 | +2.6% | 13,595 | 0.0% | 1.37% | -7.3% |
| Q4 2013 | $3,320,000 | +9.5% | 13,595 | +1.5% | 1.47% | +5.1% |
| Q3 2013 | $3,033,000 | +26.8% | 13,400 | +18.4% | 1.40% | +16.0% |
| Q2 2013 | $2,392,000 | – | 11,315 | – | 1.21% | – |
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% |