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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,497 | -4.7% | 715 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $342,420 | +4.5% | 715 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $327,763 | +2.1% | 715 | -1.4% | 0.02% | -5.9% |
| Q4 2022 | $321,022 | +10.3% | 725 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $291,000 | -15.9% | 725 | -13.5% | 0.02% | -19.0% |
| Q2 2022 | $346,000 | -18.6% | 838 | -3.5% | 0.02% | -4.5% |
| Q1 2022 | $425,000 | -5.3% | 868 | 0.0% | 0.02% | -35.3% |
| Q4 2021 | $449,000 | +6.9% | 868 | -0.8% | 0.03% | -2.9% |
| Q3 2021 | $420,000 | -2.1% | 875 | 0.0% | 0.04% | -7.9% |
| Q2 2021 | $429,000 | +3.1% | 875 | 0.0% | 0.04% | -17.4% |
| Q1 2021 | $416,000 | +13.4% | 875 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $367,000 | +21.1% | 875 | -2.2% | 0.04% | +7.3% |
| Q3 2020 | $303,000 | +4.5% | 895 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $290,000 | +23.4% | 895 | 0.0% | 0.04% | +5.0% |
| Q1 2020 | $235,000 | -30.1% | 895 | 0.0% | 0.04% | -23.1% |
| Q4 2019 | $336,000 | +1.5% | 895 | -4.8% | 0.05% | -5.5% |
| Q3 2019 | $331,000 | -0.6% | 940 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $333,000 | +2.5% | 940 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $325,000 | +14.0% | 940 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $285,000 | -17.4% | 940 | 0.0% | 0.06% | -6.5% |
| Q3 2018 | $345,000 | +3.3% | 940 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $334,000 | +4.0% | 940 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $321,000 | -1.2% | 940 | 0.0% | 0.06% | -3.1% |
| Q4 2017 | $325,000 | +5.9% | 940 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $307,000 | +2.7% | 940 | 0.0% | 0.06% | -27.3% |
| Q2 2017 | $299,000 | +6.8% | 940 | +5.0% | 0.09% | +1.1% |
| Q1 2017 | $280,000 | +9.4% | 895 | +5.3% | 0.09% | +7.4% |
| Q4 2016 | $256,000 | +6.7% | 850 | 0.0% | 0.08% | +3.8% |
| Q3 2016 | $240,000 | +3.9% | 850 | 0.0% | 0.08% | -3.7% |
| Q2 2016 | $231,000 | +3.6% | 850 | 0.0% | 0.08% | +800.0% |
| Q1 2016 | $223,000 | +3.2% | 850 | 0.0% | 0.01% | -87.7% |
| Q4 2015 | $216,000 | +1.9% | 850 | 0.0% | 0.07% | -5.2% |
| Q3 2015 | $212,000 | -8.6% | 850 | 0.0% | 0.08% | +16.7% |
| Q2 2015 | $232,000 | -1.7% | 850 | 0.0% | 0.07% | -7.0% |
| Q1 2015 | $236,000 | +5.4% | 850 | 0.0% | 0.07% | -15.5% |
| Q4 2014 | $224,000 | +5.7% | 850 | 0.0% | 0.08% | +10.5% |
| Q3 2014 | $212,000 | -4.1% | 850 | 0.0% | 0.08% | -14.6% |
| Q2 2014 | $221,000 | -8.3% | 850 | -11.5% | 0.09% | -2.2% |
| Q1 2014 | $241,000 | – | 960 | – | 0.09% | – |
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% |