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 | $1,751,128 | -4.6% | 3,821 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $1,836,010 | +4.5% | 3,821 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $1,756,381 | +3.0% | 3,821 | 0.0% | 0.14% | -14.5% |
| Q4 2022 | $1,704,788 | +8.4% | 3,821 | -1.9% | 0.16% | +5.3% |
| Q3 2022 | $1,572,000 | -2.8% | 3,896 | 0.0% | 0.15% | -5.0% |
| Q2 2022 | $1,618,000 | -15.7% | 3,896 | +0.0% | 0.16% | -11.7% |
| Q1 2022 | $1,920,000 | -5.4% | 3,895 | -0.4% | 0.18% | +7.8% |
| Q4 2021 | $2,030,000 | +7.1% | 3,910 | -0.5% | 0.17% | -1.2% |
| Q3 2021 | $1,895,000 | -2.1% | 3,930 | 0.0% | 0.17% | -4.0% |
| Q2 2021 | $1,935,000 | +359.6% | 3,930 | +346.6% | 0.18% | +282.6% |
| Q1 2021 | $421,000 | +108.4% | 880 | +83.3% | 0.05% | +100.0% |
| Q4 2020 | $202,000 | -21.1% | 480 | -33.6% | 0.02% | -54.0% |
| Q3 2019 | $256,000 | -1.2% | 723 | +0.1% | 0.05% | -2.0% |
| Q2 2019 | $259,000 | -46.9% | 722 | -48.7% | 0.05% | -46.3% |
| Q1 2019 | $488,000 | +74.3% | 1,407 | +52.9% | 0.10% | +48.4% |
| Q4 2018 | $280,000 | +32.7% | 920 | +61.4% | 0.06% | +48.8% |
| Q3 2018 | $211,000 | +3.4% | 570 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $204,000 | 0.0% | 570 | 0.0% | 0.04% | +7.5% |
| Q4 2017 | $204,000 | -53.5% | 570 | -58.7% | 0.04% | -59.2% |
| Q2 2017 | $439,000 | – | 1,380 | – | 0.10% | – |
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% |