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 2023 | $1,944,195 | +11.8% | 3,832 | +0.6% | 0.96% | +4.0% |
| Q3 2023 | $1,739,223 | -1.6% | 3,809 | +3.2% | 0.92% | +3.1% |
| Q2 2023 | $1,767,973 | +3.1% | 3,692 | -1.3% | 0.90% | -2.8% |
| Q1 2023 | $1,714,267 | +3.9% | 3,740 | +0.4% | 0.92% | +1.3% |
| Q4 2022 | $1,649,173 | +11.1% | 3,725 | +0.7% | 0.91% | +4.2% |
| Q3 2022 | $1,485,000 | -6.5% | 3,698 | -3.7% | 0.87% | +0.8% |
| Q2 2022 | $1,588,000 | -19.6% | 3,840 | -4.7% | 0.87% | -3.0% |
| Q1 2022 | $1,976,000 | -7.5% | 4,029 | -2.4% | 0.89% | -4.9% |
| Q4 2021 | $2,136,000 | +10.2% | 4,126 | +2.4% | 0.94% | +2.3% |
| Q3 2021 | $1,938,000 | -5.7% | 4,029 | -3.7% | 0.92% | -6.6% |
| Q2 2021 | $2,055,000 | +2.3% | 4,184 | -0.8% | 0.98% | -2.6% |
| Q1 2021 | $2,008,000 | +14.9% | 4,218 | +1.4% | 1.01% | +13.9% |
| Q4 2020 | $1,747,000 | +23.4% | 4,160 | -0.5% | 0.89% | +12.8% |
| Q3 2020 | $1,416,000 | +5.5% | 4,180 | +1.1% | 0.79% | -0.6% |
| Q2 2020 | $1,342,000 | +11.0% | 4,134 | -10.1% | 0.79% | -7.1% |
| Q1 2020 | $1,209,000 | -34.3% | 4,597 | -6.2% | 0.85% | -16.7% |
| Q4 2019 | $1,839,000 | +5.5% | 4,899 | -1.0% | 1.02% | -1.9% |
| Q3 2019 | $1,743,000 | -1.6% | 4,946 | -1.0% | 1.04% | -2.1% |
| Q2 2019 | $1,772,000 | +2.9% | 4,996 | +0.2% | 1.06% | +2.0% |
| Q1 2019 | $1,722,000 | +13.7% | 4,988 | -0.3% | 1.04% | +0.8% |
| Q4 2018 | $1,514,000 | -20.7% | 5,001 | -3.8% | 1.04% | -8.3% |
| Q3 2018 | $1,909,000 | +5.0% | 5,196 | +1.4% | 1.13% | +0.1% |
| Q2 2018 | $1,818,000 | +2.7% | 5,122 | -1.2% | 1.13% | +1.5% |
| Q1 2018 | $1,771,000 | -1.7% | 5,183 | -0.6% | 1.11% | +1.2% |
| Q4 2017 | $1,802,000 | +5.0% | 5,216 | -0.9% | 1.10% | +2.3% |
| Q3 2017 | $1,717,000 | +3.4% | 5,261 | +0.6% | 1.07% | +1.3% |
| Q2 2017 | $1,661,000 | +2.5% | 5,229 | +0.8% | 1.06% | -0.7% |
| Q1 2017 | $1,621,000 | +3.0% | 5,188 | -0.6% | 1.07% | -1.0% |
| Q4 2016 | $1,574,000 | +1.7% | 5,218 | -4.8% | 1.08% | +2.8% |
| Q3 2016 | $1,547,000 | +1.2% | 5,482 | -2.4% | 1.05% | +1.9% |
| Q2 2016 | $1,529,000 | +4.7% | 5,617 | +1.0% | 1.03% | +2.5% |
| Q1 2016 | $1,461,000 | +0.2% | 5,562 | -3.1% | 1.00% | +1.1% |
| Q4 2015 | $1,458,000 | +6.5% | 5,739 | +4.3% | 0.99% | -4.2% |
| Q3 2015 | $1,369,000 | -8.3% | 5,502 | +0.7% | 1.04% | +2.5% |
| Q2 2015 | $1,493,000 | +1.1% | 5,463 | +2.5% | 1.01% | +0.7% |
| Q1 2015 | $1,477,000 | +10.1% | 5,328 | +4.8% | 1.00% | +4.6% |
| Q4 2014 | $1,342,000 | – | 5,083 | – | 0.96% | – |
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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% |