SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,770,250 | -7.4% | 14,826 | -2.9% | 0.30% | -13.1% |
| Q2 2023 | $7,311,331 | +3.7% | 15,267 | -0.7% | 0.34% | -27.0% |
| Q1 2023 | $7,047,598 | -1.7% | 15,374 | -5.0% | 0.47% | -7.3% |
| Q4 2022 | $7,165,856 | -1.1% | 16,183 | -10.3% | 0.51% | -13.3% |
| Q3 2022 | $7,246,000 | -37.7% | 18,041 | -35.8% | 0.59% | -45.2% |
| Q2 2022 | $11,627,000 | -29.4% | 28,119 | -16.3% | 1.07% | -19.9% |
| Q1 2022 | $16,479,000 | -5.5% | 33,600 | -0.3% | 1.34% | -27.4% |
| Q4 2021 | $17,445,000 | +3.9% | 33,698 | -3.5% | 1.84% | -4.7% |
| Q3 2021 | $16,790,000 | -5.9% | 34,916 | -4.0% | 1.93% | -9.1% |
| Q2 2021 | $17,851,000 | +1.9% | 36,356 | -1.2% | 2.12% | -7.5% |
| Q1 2021 | $17,513,000 | -18.8% | 36,789 | -28.4% | 2.30% | -18.1% |
| Q4 2020 | $21,572,000 | +23.8% | 51,372 | -0.1% | 2.81% | +2.1% |
| Q3 2020 | $17,429,000 | +0.4% | 51,440 | -3.9% | 2.75% | -7.5% |
| Q2 2020 | $17,364,000 | +23.8% | 53,510 | +0.3% | 2.97% | -3.0% |
| Q1 2020 | $14,031,000 | -32.5% | 53,374 | -3.6% | 3.06% | -8.1% |
| Q4 2019 | $20,782,000 | +4.5% | 55,363 | -1.9% | 3.33% | -2.7% |
| Q3 2019 | $19,896,000 | +2.4% | 56,448 | +3.0% | 3.42% | -7.9% |
| Q2 2019 | $19,432,000 | +2.1% | 54,800 | -0.6% | 3.72% | -1.8% |
| Q1 2019 | $19,040,000 | -5.2% | 55,125 | +0.8% | 3.79% | -16.7% |
| Q4 2018 | $20,087,000 | -0.1% | 54,663 | -0.1% | 4.55% | +0.6% |
| Q3 2018 | $20,116,000 | +1.3% | 54,743 | -2.1% | 4.52% | -18.1% |
| Q2 2018 | $19,851,000 | +11.3% | 55,915 | +7.2% | 5.52% | -40.0% |
| Q1 2018 | $17,828,000 | +1.4% | 52,170 | +2.5% | 9.19% | -1.3% |
| Q4 2017 | $17,576,000 | +5.8% | 50,885 | -0.1% | 9.32% | +3.5% |
| Q3 2017 | $16,616,000 | +2.3% | 50,917 | -0.5% | 9.00% | +0.2% |
| Q2 2017 | $16,248,000 | -1.0% | 51,156 | -2.6% | 8.98% | -6.3% |
| Q1 2017 | $16,415,000 | +2.3% | 52,542 | -1.2% | 9.58% | -7.5% |
| Q4 2016 | $16,050,000 | +3.8% | 53,194 | -2.9% | 10.36% | +3.2% |
| Q3 2016 | $15,456,000 | +2.3% | 54,756 | -1.4% | 10.04% | -1.2% |
| Q2 2016 | $15,113,000 | +2.5% | 55,515 | -1.1% | 10.16% | -4.0% |
| Q1 2016 | $14,744,000 | +1.7% | 56,119 | -1.7% | 10.59% | +7.7% |
| Q4 2015 | $14,499,000 | +0.8% | 57,073 | -1.2% | 9.83% | -0.2% |
| Q3 2015 | $14,378,000 | -12.7% | 57,768 | -4.2% | 9.85% | -1.0% |
| Q2 2015 | $16,472,000 | -1.3% | 60,294 | +0.2% | 9.95% | +0.3% |
| Q1 2015 | $16,687,000 | +6.3% | 60,189 | +1.2% | 9.92% | +1.0% |
| Q4 2014 | $15,703,000 | – | 59,472 | – | 9.82% | – |
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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% |