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 | $4,010,182 | -0.9% | 8,782 | +3.9% | 1.42% | +0.4% |
| Q2 2023 | $4,047,331 | +3.9% | 8,451 | -0.5% | 1.42% | +0.6% |
| Q1 2023 | $3,894,389 | +2.1% | 8,495 | -1.4% | 1.41% | +2.1% |
| Q4 2022 | $3,813,688 | +11.2% | 8,613 | +0.8% | 1.38% | +0.1% |
| Q3 2022 | $3,431,000 | -0.6% | 8,543 | +2.4% | 1.38% | +5.7% |
| Q2 2022 | $3,450,000 | -15.6% | 8,343 | +0.1% | 1.31% | -1.0% |
| Q1 2022 | $4,089,000 | -10.1% | 8,337 | -5.1% | 1.32% | +5.4% |
| Q4 2021 | $4,546,000 | +5.7% | 8,781 | -1.8% | 1.25% | -1.6% |
| Q3 2021 | $4,299,000 | +1.2% | 8,939 | +3.4% | 1.27% | +2.8% |
| Q2 2021 | $4,246,000 | +7.8% | 8,648 | +4.5% | 1.24% | +1.3% |
| Q1 2021 | $3,938,000 | +10.7% | 8,273 | -2.3% | 1.22% | +2.7% |
| Q4 2020 | $3,557,000 | +22.4% | 8,471 | -1.3% | 1.19% | +9.4% |
| Q3 2020 | $2,907,000 | +3.9% | 8,580 | -0.5% | 1.09% | -0.3% |
| Q2 2020 | $2,798,000 | +26.8% | 8,622 | +2.7% | 1.09% | +10.2% |
| Q1 2020 | $2,206,000 | -30.2% | 8,392 | -0.3% | 0.99% | -13.1% |
| Q4 2019 | $3,159,000 | +10.0% | 8,417 | +3.3% | 1.14% | +2.2% |
| Q3 2019 | $2,873,000 | +4.9% | 8,152 | +5.6% | 1.11% | +3.3% |
| Q2 2019 | $2,738,000 | -48.6% | 7,721 | -49.9% | 1.08% | +0.3% |
| Q1 2019 | $5,324,000 | +127.6% | 15,414 | +99.5% | 1.08% | +0.8% |
| Q4 2018 | $2,339,000 | -16.2% | 7,727 | +1.8% | 1.07% | +0.8% |
| Q3 2018 | $2,790,000 | +3.4% | 7,594 | -0.1% | 1.06% | -5.4% |
| Q2 2018 | $2,698,000 | +3.3% | 7,601 | -0.6% | 1.12% | +2.4% |
| Q1 2018 | $2,612,000 | -99.9% | 7,645 | -43.4% | 1.09% | +13.4% |
| Q4 2017 | $2,333,962,000 | +105941.0% | 13,500 | +100.1% | 0.96% | -1.7% |
| Q3 2017 | $2,201,000 | +5.5% | 6,745 | +2.6% | 0.98% | -1.1% |
| Q2 2017 | $2,087,000 | +2.4% | 6,572 | +0.7% | 0.99% | -1.1% |
| Q1 2017 | $2,039,000 | +3.0% | 6,528 | -0.5% | 1.00% | -2.7% |
| Q4 2016 | $1,980,000 | +6.9% | 6,562 | 0.0% | 1.03% | 0.0% |
| Q3 2016 | $1,852,000 | +2.7% | 6,562 | -0.9% | 1.03% | -1.4% |
| Q2 2016 | $1,803,000 | +6.2% | 6,622 | +2.5% | 1.04% | -0.5% |
| Q1 2016 | $1,698,000 | +9.7% | 6,462 | +6.1% | 1.05% | +5.8% |
| Q4 2015 | $1,548,000 | +2.7% | 6,093 | +0.6% | 0.99% | -4.8% |
| Q3 2015 | $1,507,000 | -8.9% | 6,055 | 0.0% | 1.04% | -1.2% |
| Q2 2015 | $1,654,000 | -1.5% | 6,055 | 0.0% | 1.06% | -1.2% |
| Q1 2015 | $1,679,000 | +5.7% | 6,055 | +0.6% | 1.07% | +3.8% |
| Q4 2014 | $1,589,000 | +5.9% | 6,020 | 0.0% | 1.03% | +0.7% |
| Q3 2014 | $1,501,000 | -4.3% | 6,020 | 0.0% | 1.02% | -5.9% |
| Q2 2014 | $1,569,000 | +4.0% | 6,020 | 0.0% | 1.09% | -0.8% |
| Q1 2014 | $1,508,000 | +2.7% | 6,020 | +0.2% | 1.10% | -2.4% |
| Q4 2013 | $1,468,000 | – | 6,010 | – | 1.12% | – |
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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% |