SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $315 | +26.5% | 687 | +22.2% | 0.03% | +26.9% |
| Q4 2022 | $249 | -99.9% | 562 | -2.9% | 0.03% | 0.0% |
| Q3 2022 | $233,000 | -3.7% | 579 | -1.0% | 0.03% | +4.0% |
| Q2 2022 | $242,000 | -29.9% | 585 | -16.8% | 0.02% | -3.8% |
| Q1 2022 | $345,000 | -85.1% | 703 | -85.6% | 0.03% | -87.7% |
| Q1 2021 | $2,323,000 | +521.1% | 4,880 | +351.0% | 0.21% | +143.7% |
| Q1 2019 | $374,000 | +10.0% | 1,082 | -3.6% | 0.09% | -17.1% |
| Q4 2018 | $340,000 | -55.6% | 1,122 | -46.1% | 0.10% | -47.5% |
| Q3 2018 | $765,000 | +4.1% | 2,082 | +0.5% | 0.20% | -1.0% |
| Q2 2018 | $735,000 | +6.8% | 2,071 | +2.8% | 0.20% | -3.8% |
| Q1 2018 | $688,000 | -21.2% | 2,014 | -47.9% | 0.21% | +60.3% |
| Q4 2017 | $873,000 | +38.4% | 3,866 | +100.0% | 0.13% | -34.2% |
| Q3 2017 | $631,000 | +2.3% | 1,933 | -0.5% | 0.20% | -5.7% |
| Q2 2017 | $617,000 | -18.7% | 1,943 | -20.1% | 0.21% | -28.0% |
| Q1 2017 | $759,000 | +34.6% | 2,431 | +30.1% | 0.29% | +50.3% |
| Q4 2016 | $564,000 | +15.8% | 1,869 | +8.3% | 0.20% | -12.2% |
| Q3 2016 | $487,000 | +13.0% | 1,725 | +9.0% | 0.22% | +0.5% |
| Q2 2016 | $431,000 | +2.6% | 1,583 | -0.9% | 0.22% | -14.0% |
| Q1 2016 | $420,000 | +24.6% | 1,598 | +20.6% | 0.26% | +14.2% |
| Q4 2015 | $337,000 | +8.4% | 1,325 | +6.2% | 0.22% | +1.8% |
| Q3 2015 | $311,000 | -8.8% | 1,248 | 0.0% | 0.22% | -3.1% |
| Q2 2015 | $341,000 | +2.1% | 1,248 | +3.7% | 0.23% | +4.6% |
| Q1 2015 | $334,000 | +5.0% | 1,204 | +0.1% | 0.22% | +5.8% |
| Q4 2014 | $318,000 | +261.4% | 1,203 | +242.7% | 0.21% | +320.4% |
| Q3 2014 | $88,000 | – | 351 | – | 0.05% | – |
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% |