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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,240 | -5.5% | 1,286 | -0.8% | 0.08% | -5.1% |
| Q2 2023 | $621,147 | +4.2% | 1,297 | -0.3% | 0.08% | +2.6% |
| Q1 2023 | $596,392 | +1649.2% | 1,301 | +1589.6% | 0.08% | +1440.0% |
| Q4 2022 | $34,095 | +3309.5% | 77 | +3750.0% | 0.01% | – |
| Q3 2022 | $1,000 | -94.4% | 2 | -96.2% | 0.00% | -100.0% |
| Q1 2018 | $18,000 | -79.3% | 53 | -79.1% | 0.01% | -78.9% |
| Q4 2017 | $87,000 | +411.8% | 253 | +377.4% | 0.04% | +375.0% |
| Q3 2017 | $17,000 | 0.0% | 53 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $17,000 | +142.9% | 53 | +120.8% | 0.01% | +125.0% |
| Q2 2015 | $7,000 | – | 24 | – | 0.00% | – |
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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% |