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 | $5,239,297 | -6.7% | 11,474 | -2.1% | 0.68% | -2.7% |
| Q2 2023 | $5,615,926 | +5.2% | 11,726 | +0.7% | 0.70% | -3.2% |
| Q1 2023 | $5,336,525 | +4.7% | 11,641 | +1.1% | 0.72% | -5.9% |
| Q4 2022 | $5,099,283 | +7.5% | 11,516 | -2.5% | 0.77% | -2.8% |
| Q3 2022 | $4,742,000 | -2.9% | 11,806 | -0.1% | 0.79% | 0.0% |
| Q2 2022 | $4,884,000 | -16.0% | 11,812 | -0.3% | 0.79% | -6.0% |
| Q1 2022 | $5,813,000 | -10.0% | 11,852 | -5.0% | 0.84% | -20.6% |
| Q4 2021 | $6,457,000 | +9.0% | 12,472 | +1.3% | 1.06% | -23.8% |
| Q3 2021 | $5,923,000 | -3.7% | 12,317 | -1.7% | 1.38% | -3.9% |
| Q2 2021 | $6,151,000 | +4.3% | 12,527 | +1.1% | 1.44% | -13.0% |
| Q1 2021 | $5,897,000 | +13.7% | 12,387 | +0.3% | 1.66% | +4.7% |
| Q4 2020 | $5,187,000 | +21.9% | 12,352 | -1.6% | 1.58% | +6.8% |
| Q3 2020 | $4,255,000 | +4.9% | 12,557 | +0.4% | 1.48% | -1.7% |
| Q2 2020 | $4,058,000 | -0.0% | 12,505 | -19.0% | 1.51% | -23.5% |
| Q1 2020 | $4,059,000 | -44.0% | 15,442 | -20.0% | 1.97% | -27.3% |
| Q4 2019 | $7,244,000 | +5.6% | 19,297 | -0.9% | 2.71% | -5.7% |
| Q3 2019 | $6,861,000 | -3.1% | 19,466 | -2.5% | 2.87% | -4.6% |
| Q2 2019 | $7,080,000 | +8.6% | 19,966 | +5.7% | 3.01% | +2.3% |
| Q1 2019 | $6,521,000 | +17.2% | 18,881 | +2.7% | 2.94% | -2.4% |
| Q4 2018 | $5,565,000 | -22.7% | 18,386 | -6.2% | 3.02% | -15.2% |
| Q3 2018 | $7,200,000 | +10.9% | 19,594 | +7.2% | 3.56% | +1.9% |
| Q2 2018 | $6,490,000 | +10.4% | 18,282 | +6.2% | 3.49% | +4.8% |
| Q1 2018 | $5,881,000 | -2.3% | 17,210 | -1.2% | 3.33% | +0.1% |
| Q4 2017 | $6,019,000 | +6.1% | 17,425 | +0.2% | 3.33% | +0.8% |
| Q3 2017 | $5,673,000 | +2.7% | 17,385 | 0.0% | 3.30% | -3.4% |
| Q2 2017 | $5,522,000 | +4.6% | 17,385 | +2.9% | 3.42% | -6.4% |
| Q1 2017 | $5,278,000 | +3.1% | 16,895 | -0.4% | 3.65% | -0.7% |
| Q4 2016 | $5,120,000 | +8.1% | 16,970 | +1.2% | 3.68% | +2.4% |
| Q3 2016 | $4,735,000 | +6.7% | 16,775 | +2.9% | 3.59% | +2.0% |
| Q2 2016 | $4,437,000 | +57.5% | 16,300 | +51.9% | 3.52% | +40.5% |
| Q1 2016 | $2,818,000 | +1.4% | 10,728 | -1.9% | 2.50% | -1.3% |
| Q4 2015 | $2,779,000 | +2.9% | 10,938 | +0.8% | 2.54% | -2.7% |
| Q3 2015 | $2,701,000 | -7.2% | 10,853 | +1.8% | 2.61% | -3.2% |
| Q2 2015 | $2,912,000 | -0.1% | 10,658 | +1.4% | 2.69% | +3.1% |
| Q1 2015 | $2,915,000 | +16.0% | 10,515 | +10.5% | 2.61% | +11.8% |
| Q4 2014 | $2,513,000 | – | 9,520 | – | 2.34% | – |
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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% |