SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,655 | -4.7% | 2,049 | 0.0% | 0.15% | -4.4% |
| Q2 2023 | $981,287 | +4.5% | 2,049 | 0.0% | 0.16% | -3.1% |
| Q1 2023 | $939,282 | +3.5% | 2,049 | 0.0% | 0.16% | -2.4% |
| Q4 2022 | $907,277 | +10.2% | 2,049 | 0.0% | 0.17% | -4.6% |
| Q3 2022 | $823,000 | -2.8% | 2,049 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $847,000 | -15.7% | 2,049 | 0.0% | 0.17% | -4.9% |
| Q1 2022 | $1,005,000 | -14.0% | 2,049 | -9.2% | 0.18% | -14.9% |
| Q4 2021 | $1,168,000 | +7.6% | 2,256 | 0.0% | 0.22% | -5.7% |
| Q3 2021 | $1,085,000 | -2.1% | 2,256 | 0.0% | 0.23% | -1.7% |
| Q2 2021 | $1,108,000 | +3.2% | 2,256 | 0.0% | 0.23% | +1.3% |
| Q1 2021 | $1,074,000 | -43.3% | 2,256 | -50.0% | 0.23% | +4.6% |
| Q4 2020 | $1,894,000 | +147.9% | 4,512 | +100.0% | 0.22% | +4.3% |
| Q3 2020 | $764,000 | +4.4% | 2,256 | 0.0% | 0.21% | -7.9% |
| Q2 2020 | $732,000 | +20.8% | 2,256 | -2.1% | 0.23% | -2.6% |
| Q1 2020 | $606,000 | -32.4% | 2,304 | -3.5% | 0.23% | -31.2% |
| Q4 2019 | $896,000 | +21.4% | 2,388 | +14.1% | 0.34% | +14.1% |
| Q3 2019 | $738,000 | -6.6% | 2,093 | -6.1% | 0.30% | -6.6% |
| Q2 2019 | $790,000 | +44.7% | 2,228 | +41.0% | 0.32% | +34.0% |
| Q1 2019 | $546,000 | +14.2% | 1,580 | 0.0% | 0.24% | -7.4% |
| Q4 2018 | $478,000 | -17.7% | 1,580 | 0.0% | 0.26% | -3.7% |
| Q3 2018 | $581,000 | +3.6% | 1,580 | 0.0% | 0.27% | -4.3% |
| Q2 2018 | $561,000 | +19.9% | 1,580 | +15.3% | 0.28% | -3.5% |
| Q1 2018 | $468,000 | -1.1% | 1,370 | 0.0% | 0.29% | +0.3% |
| Q4 2017 | $473,000 | +5.8% | 1,370 | 0.0% | 0.29% | -1.0% |
| Q3 2017 | $447,000 | -9.1% | 1,370 | -11.6% | 0.29% | -10.2% |
| Q2 2017 | $492,000 | +135.4% | 1,550 | +123.3% | 0.32% | +118.9% |
| Q4 2016 | $209,000 | – | 694 | – | 0.15% | – |
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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% |