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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $820,490 | +1.7% | 1,853 | +0.1% | 0.20% | -14.7% |
| Q3 2022 | $807,000 | -0.9% | 1,851 | +0.1% | 0.23% | +19.0% |
| Q2 2022 | $814,000 | -15.6% | 1,850 | +0.1% | 0.20% | +4.3% |
| Q4 2021 | $964,000 | +24.5% | 1,848 | +0.2% | 0.19% | -5.1% |
| Q1 2021 | $774,000 | +9.9% | 1,844 | -7.5% | 0.20% | +4.8% |
| Q3 2020 | $704,000 | +9.3% | 1,994 | +0.1% | 0.19% | +9.3% |
| Q2 2020 | $644,000 | +91.7% | 1,992 | +106.6% | 0.17% | +109.8% |
| Q3 2019 | $336,000 | -1.5% | 964 | +0.2% | 0.08% | -1.2% |
| Q2 2019 | $341,000 | +1.2% | 962 | 0.0% | 0.08% | -6.7% |
| Q1 2019 | $337,000 | +64.4% | 962 | +60.3% | 0.09% | +45.9% |
| Q3 2018 | $205,000 | -67.0% | 600 | -69.4% | 0.06% | -75.2% |
| Q2 2017 | $622,000 | +1.5% | 1,959 | -0.2% | 0.25% | -8.2% |
| Q1 2017 | $613,000 | +3.5% | 1,962 | 0.0% | 0.27% | +3.1% |
| Q4 2016 | $592,000 | +6.9% | 1,962 | 0.0% | 0.26% | +8.3% |
| Q3 2016 | $554,000 | +3.7% | 1,962 | 0.0% | 0.24% | +7.6% |
| Q2 2016 | $534,000 | +3.7% | 1,962 | 0.0% | 0.22% | -0.9% |
| Q1 2016 | $515,000 | -0.4% | 1,962 | -3.7% | 0.22% | -5.1% |
| Q4 2015 | $517,000 | – | 2,037 | – | 0.24% | – |
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% |