SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,973 | -4.7% | 508 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $243,286 | +4.5% | 508 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $232,872 | +3.5% | 508 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $224,937 | +10.3% | 508 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $204,000 | -4.2% | 508 | -1.4% | 0.03% | -3.1% |
| Q2 2022 | $213,000 | -14.5% | 515 | +1.4% | 0.03% | -5.9% |
| Q1 2022 | $249,000 | -5.3% | 508 | 0.0% | 0.03% | -5.6% |
| Q4 2021 | $263,000 | +7.8% | 508 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $244,000 | -0.4% | 508 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $245,000 | +1.2% | 508 | 0.0% | 0.04% | -5.1% |
| Q1 2021 | $242,000 | +13.6% | 508 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $213,000 | – | 508 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 156,958 | $53,637,000 | 33.53% |
| Pachira Investments Inc. | 76,657 | $26,196,000 | 21.87% |
| Resource Management, LLC | 285,179 | $97,454,000 | 20.76% |
| KLS Professional Advisors Group, LLC | 371,748 | $127,037,000 | 20.53% |
| D. SCOTT NEAL, INC. | 92,262 | $31,529,000 | 17.90% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 700,000 | $184,205,000 | 16.96% |
| Spectrum Management Group, LLC | 135,074 | $46,159,000 | 16.71% |
| Conservest Capital Advisors, Inc. | 220,593 | $75,383,000 | 16.42% |
| RETIREMENT INCOME SOLUTIONS, INC | 68,444 | $23,389,000,000 | 14.28% |
| Portland Global Advisors LLC | 102,961 | $35,185,000 | 13.47% |