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 | $1,380,879 | -6.6% | 3,024 | -2.0% | 0.04% | -2.3% |
| Q2 2023 | $1,478,395 | +2.7% | 3,087 | -1.7% | 0.04% | 0.0% |
| Q1 2023 | $1,438,949 | +88778.9% | 3,139 | -14.1% | 0.04% | -6.5% |
| Q4 2022 | $1,619 | -99.9% | 3,656 | -2.7% | 0.05% | 0.0% |
| Q3 2022 | $1,510,000 | -1.9% | 3,759 | +1.0% | 0.05% | -6.1% |
| Q2 2022 | $1,539,000 | -14.5% | 3,722 | +1.4% | 0.05% | -3.9% |
| Q1 2022 | $1,800,000 | -6.6% | 3,670 | -1.4% | 0.05% | -10.5% |
| Q4 2021 | $1,927,000 | +7.1% | 3,722 | -0.5% | 0.06% | +21.3% |
| Q3 2021 | $1,799,000 | -51.0% | 3,742 | -50.0% | 0.05% | -56.9% |
| Q2 2021 | $3,675,000 | +97.3% | 7,484 | +91.3% | 0.11% | +60.3% |
| Q1 2021 | $1,863,000 | -32.1% | 3,913 | -51.7% | 0.07% | -30.6% |
| Q3 2020 | $2,742,000 | +108.5% | 8,094 | +99.7% | 0.10% | +206.2% |
| Q2 2020 | $1,315,000 | – | 4,053 | – | 0.03% | – |
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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% |