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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $372,000 | +6.3% | 718 | -1.4% | 0.15% | +3.5% |
| Q3 2021 | $350,000 | -2.0% | 728 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $357,000 | -18.3% | 728 | -20.7% | 0.14% | -24.9% |
| Q1 2021 | $437,000 | -19.5% | 918 | -28.9% | 0.19% | -10.4% |
| Q4 2020 | $543,000 | +143.5% | 1,292 | +88.1% | 0.21% | +91.8% |
| Q2 2020 | $223,000 | -18.9% | 687 | -6.1% | 0.11% | -12.7% |
| Q4 2019 | $275,000 | -3.2% | 732 | -9.3% | 0.13% | -6.7% |
| Q3 2019 | $284,000 | -0.7% | 807 | 0.0% | 0.14% | +3.8% |
| Q2 2019 | $286,000 | +0.7% | 807 | -1.8% | 0.13% | -3.7% |
| Q1 2019 | $284,000 | +14.1% | 822 | 0.0% | 0.14% | +5.5% |
| Q4 2018 | $249,000 | -24.1% | 822 | -7.8% | 0.13% | -3.0% |
| Q3 2018 | $328,000 | +0.6% | 892 | -2.7% | 0.13% | -10.8% |
| Q2 2018 | $326,000 | +4.2% | 917 | 0.0% | 0.15% | +4.2% |
| Q1 2018 | $313,000 | -17.0% | 917 | -16.0% | 0.14% | -12.3% |
| Q4 2017 | $377,000 | -3.1% | 1,092 | -8.5% | 0.16% | -1.2% |
| Q3 2017 | $389,000 | +5.4% | 1,193 | +2.8% | 0.16% | -3.0% |
| Q2 2017 | $369,000 | +1.7% | 1,161 | 0.0% | 0.17% | 0.0% |
| Q1 2017 | $363,000 | -14.0% | 1,161 | -22.3% | 0.17% | -21.4% |
| Q3 2016 | $422,000 | +3.7% | 1,494 | 0.0% | 0.22% | +1.4% |
| Q2 2016 | $407,000 | +7.4% | 1,494 | +3.5% | 0.21% | +5.0% |
| Q1 2016 | $379,000 | -0.8% | 1,444 | -4.0% | 0.20% | -5.6% |
| Q4 2015 | $382,000 | -2.3% | 1,504 | -4.1% | 0.21% | -7.4% |
| Q3 2015 | $391,000 | -6.9% | 1,569 | +2.0% | 0.23% | -19.2% |
| Q2 2015 | $420,000 | -4.5% | 1,538 | -3.1% | 0.29% | -5.9% |
| Q1 2015 | $440,000 | +0.2% | 1,588 | -4.5% | 0.30% | -3.8% |
| Q4 2014 | $439,000 | +1.9% | 1,663 | -3.8% | 0.32% | -0.6% |
| Q3 2014 | $431,000 | -9.5% | 1,728 | -5.5% | 0.32% | -7.8% |
| Q2 2014 | $476,000 | -9.0% | 1,828 | -12.5% | 0.34% | -14.6% |
| Q1 2014 | $523,000 | -9.0% | 2,088 | -11.3% | 0.40% | -12.6% |
| Q4 2013 | $575,000 | -0.7% | 2,353 | -8.0% | 0.46% | -8.7% |
| Q3 2013 | $579,000 | +20.6% | 2,557 | +11.8% | 0.51% | +11.5% |
| Q2 2013 | $480,000 | – | 2,287 | – | 0.45% | – |
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% |