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 | $634,730 | -5.1% | 1,390 | -0.4% | 0.36% | -0.8% |
| Q2 2023 | $668,559 | +4.5% | 1,396 | 0.0% | 0.37% | +0.3% |
| Q1 2023 | $639,941 | +3.5% | 1,396 | 0.0% | 0.37% | +15.0% |
| Q4 2022 | $618,135 | +10.2% | 1,396 | 0.0% | 0.32% | -6.2% |
| Q3 2022 | $561,000 | -2.4% | 1,396 | +0.4% | 0.34% | +14.1% |
| Q2 2022 | $575,000 | -15.7% | 1,390 | 0.0% | 0.30% | -13.6% |
| Q1 2022 | $682,000 | -5.3% | 1,390 | 0.0% | 0.34% | +3.9% |
| Q4 2021 | $720,000 | +7.8% | 1,390 | 0.0% | 0.33% | -7.8% |
| Q3 2021 | $668,000 | -2.2% | 1,390 | 0.0% | 0.36% | -5.5% |
| Q2 2021 | $683,000 | -3.7% | 1,390 | -6.7% | 0.38% | -11.2% |
| Q1 2021 | $709,000 | +13.3% | 1,490 | 0.0% | 0.43% | +5.1% |
| Q4 2020 | $626,000 | +24.0% | 1,490 | 0.0% | 0.41% | +7.9% |
| Q3 2020 | $505,000 | -8.5% | 1,490 | -12.4% | 0.38% | -15.2% |
| Q2 2020 | $552,000 | +23.5% | 1,700 | 0.0% | 0.45% | +3.5% |
| Q1 2020 | $447,000 | -29.9% | 1,700 | 0.0% | 0.43% | -15.7% |
| Q4 2019 | $638,000 | +6.5% | 1,700 | 0.0% | 0.51% | +2.0% |
| Q3 2019 | $599,000 | – | 1,700 | – | 0.50% | – |
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% |