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 | $20,024,185 | -8.6% | 46,238 | +3.7% | 1.08% | -5.2% |
| Q2 2023 | $21,898,175 | +11.2% | 44,579 | +3.2% | 1.14% | -0.9% |
| Q1 2023 | $19,698,377 | -5.1% | 43,181 | +2.4% | 1.15% | -9.5% |
| Q4 2022 | $20,747,292 | +10.8% | 42,176 | -0.2% | 1.27% | -4.9% |
| Q3 2022 | $18,717,000 | +0.3% | 42,266 | +3.8% | 1.34% | -1.2% |
| Q2 2022 | $18,670,000 | +7.0% | 40,708 | +2.0% | 1.35% | +1.5% |
| Q1 2022 | $17,441,000 | -9.7% | 39,898 | -0.7% | 1.33% | -2.7% |
| Q4 2021 | $19,316,000 | -7.6% | 40,170 | +1.3% | 1.37% | -6.6% |
| Q3 2021 | $20,904,000 | -46.5% | 39,649 | -50.5% | 1.46% | +1.0% |
| Q2 2021 | $39,038,000 | +91.3% | 80,056 | +97.2% | 1.45% | -13.8% |
| Q1 2021 | $20,411,000 | +18.6% | 40,605 | +5.8% | 1.68% | +3.2% |
| Q4 2020 | $17,213,000 | +23.1% | 38,382 | -0.9% | 1.63% | -1.4% |
| Q3 2020 | $13,985,000 | +6.3% | 38,743 | +0.1% | 1.66% | +0.7% |
| Q2 2020 | $13,161,000 | +14.2% | 38,691 | -4.6% | 1.64% | -7.5% |
| Q1 2020 | $11,525,000 | -27.2% | 40,570 | -2.0% | 1.78% | -8.7% |
| Q4 2019 | $15,829,000 | +8.4% | 41,412 | +0.7% | 1.95% | -5.3% |
| Q3 2019 | $14,596,000 | +0.6% | 41,123 | -0.1% | 2.06% | -1.2% |
| Q2 2019 | $14,509,000 | -2.5% | 41,154 | -1.7% | 2.08% | -5.5% |
| Q1 2019 | $14,886,000 | +12.0% | 41,846 | +0.9% | 2.20% | +11.7% |
| Q4 2018 | $13,294,000 | -7.3% | 41,463 | -6.0% | 1.97% | -7.6% |
| Q3 2018 | $14,342,000 | -6.8% | 44,092 | +1.8% | 2.14% | -10.6% |
| Q2 2018 | $15,381,000 | +4.9% | 43,325 | +1.0% | 2.39% | -5.1% |
| Q1 2018 | $14,665,000 | +2.5% | 42,915 | +3.7% | 2.51% | +7.5% |
| Q4 2017 | $14,301,000 | +8.0% | 41,402 | +2.0% | 2.34% | +3.4% |
| Q3 2017 | $13,245,000 | +19.1% | 40,586 | +12.8% | 2.26% | -22.1% |
| Q2 2017 | $11,122,000 | +39.0% | 35,994 | +40.5% | 2.90% | +28.1% |
| Q1 2017 | $8,001,000 | +22.8% | 25,610 | +18.6% | 2.26% | -4.6% |
| Q4 2016 | $6,515,000 | +7.3% | 21,593 | +0.4% | 2.38% | -1.5% |
| Q3 2016 | $6,071,000 | +9.3% | 21,507 | +5.4% | 2.41% | -9.9% |
| Q2 2016 | $5,556,000 | -7.9% | 20,410 | -11.1% | 2.68% | -14.4% |
| Q1 2016 | $6,032,000 | +4.1% | 22,960 | +0.7% | 3.12% | +13.1% |
| Q4 2015 | $5,793,000 | +2.7% | 22,805 | +0.6% | 2.76% | -12.1% |
| Q3 2015 | $5,641,000 | -7.5% | 22,664 | +1.6% | 3.14% | +13.4% |
| Q2 2015 | $6,096,000 | +1.8% | 22,314 | -1.6% | 2.77% | +4.9% |
| Q1 2015 | $5,988,000 | +2.1% | 22,684 | +2.1% | 2.64% | +6.4% |
| Q4 2014 | $5,866,000 | – | 22,222 | – | 2.48% | – |
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% |