SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,549,836 | -4.7% | 3,394 | -0.1% | 0.83% | +0.1% |
| Q2 2023 | $1,626,378 | +4.2% | 3,396 | -0.3% | 0.83% | -2.9% |
| Q1 2023 | $1,561,344 | -2.8% | 3,406 | -6.1% | 0.85% | -9.4% |
| Q4 2022 | $1,605,557 | +10.0% | 3,626 | -0.2% | 0.94% | -0.5% |
| Q3 2022 | $1,459,000 | -3.1% | 3,632 | -0.2% | 0.95% | +17.8% |
| Q2 2022 | $1,505,000 | -18.1% | 3,640 | -2.9% | 0.80% | -5.5% |
| Q1 2022 | $1,838,000 | -10.4% | 3,747 | -5.5% | 0.85% | -2.0% |
| Q4 2021 | $2,052,000 | +7.5% | 3,963 | -0.2% | 0.87% | -4.4% |
| Q3 2021 | $1,909,000 | -12.5% | 3,969 | -10.6% | 0.91% | -11.1% |
| Q2 2021 | $2,181,000 | -0.7% | 4,442 | -3.7% | 1.02% | -6.8% |
| Q1 2021 | $2,196,000 | +12.6% | 4,612 | -0.7% | 1.10% | +5.6% |
| Q4 2020 | $1,951,000 | +24.0% | 4,645 | -0.0% | 1.04% | +6.2% |
| Q3 2020 | $1,574,000 | +1.0% | 4,646 | -3.2% | 0.98% | -8.2% |
| Q2 2020 | $1,558,000 | +24.3% | 4,801 | +0.7% | 1.06% | -2.3% |
| Q1 2020 | $1,253,000 | -28.7% | 4,766 | +1.8% | 1.09% | -9.3% |
| Q4 2019 | $1,757,000 | +6.3% | 4,681 | -0.2% | 1.20% | -0.2% |
| Q3 2019 | $1,653,000 | -0.6% | 4,690 | 0.0% | 1.20% | -0.4% |
| Q2 2019 | $1,663,000 | +2.0% | 4,690 | -0.6% | 1.21% | -2.7% |
| Q1 2019 | $1,630,000 | +10.8% | 4,719 | -2.9% | 1.24% | -5.7% |
| Q4 2018 | $1,471,000 | -17.3% | 4,860 | +0.4% | 1.32% | -2.7% |
| Q3 2018 | $1,779,000 | +6.7% | 4,840 | +3.0% | 1.35% | +1.2% |
| Q2 2018 | $1,668,000 | +1.5% | 4,698 | -2.3% | 1.34% | +1.1% |
| Q1 2018 | $1,643,000 | -4.5% | 4,809 | -3.4% | 1.32% | -3.6% |
| Q4 2017 | $1,720,000 | +5.5% | 4,979 | -0.3% | 1.37% | -0.5% |
| Q3 2017 | $1,630,000 | +1.7% | 4,994 | -1.0% | 1.38% | -4.1% |
| Q2 2017 | $1,602,000 | -2.7% | 5,044 | -4.3% | 1.44% | -5.8% |
| Q1 2017 | $1,647,000 | +0.3% | 5,273 | -3.1% | 1.52% | -5.0% |
| Q4 2016 | $1,642,000 | +2.8% | 5,443 | -3.9% | 1.60% | +9.7% |
| Q3 2016 | $1,598,000 | +0.6% | 5,663 | -3.0% | 1.46% | -1.7% |
| Q2 2016 | $1,589,000 | +6.7% | 5,838 | +3.0% | 1.49% | +1.1% |
| Q1 2016 | $1,489,000 | +5.8% | 5,668 | +2.3% | 1.47% | +3.0% |
| Q4 2015 | $1,408,000 | +0.7% | 5,543 | -1.3% | 1.43% | -6.5% |
| Q3 2015 | $1,398,000 | -8.0% | 5,618 | +1.0% | 1.53% | -1.8% |
| Q2 2015 | $1,519,000 | +1.2% | 5,560 | +2.7% | 1.56% | -0.1% |
| Q1 2015 | $1,501,000 | -0.5% | 5,415 | -5.2% | 1.56% | -3.9% |
| Q4 2014 | $1,509,000 | +7.8% | 5,715 | +1.8% | 1.62% | +4.0% |
| Q3 2014 | $1,400,000 | +2.0% | 5,615 | +6.6% | 1.56% | +2.5% |
| Q2 2014 | $1,372,000 | -0.4% | 5,265 | -4.2% | 1.52% | -1.5% |
| Q1 2014 | $1,377,000 | +7.0% | 5,495 | +4.3% | 1.54% | +1.4% |
| Q4 2013 | $1,287,000 | – | 5,270 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |