SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $258,322 | -0.4% | 539 | -4.6% | 0.04% | -12.2% |
| Q1 2023 | $259,255 | -0.2% | 565 | -3.6% | 0.05% | -9.3% |
| Q4 2022 | $259,651 | +6.9% | 586 | -2.8% | 0.05% | +10.2% |
| Q3 2022 | $243,000 | -10.7% | 603 | -8.2% | 0.05% | -3.9% |
| Q2 2022 | $272,000 | -15.8% | 657 | -0.5% | 0.05% | -1.9% |
| Q1 2022 | $323,000 | -5.3% | 660 | +0.2% | 0.05% | +4.0% |
| Q4 2021 | $341,000 | -8.3% | 659 | -14.9% | 0.05% | -13.8% |
| Q3 2021 | $372,000 | +15.5% | 774 | +16.7% | 0.06% | +13.7% |
| Q2 2021 | $322,000 | +17.5% | 663 | +15.5% | 0.05% | +2.0% |
| Q1 2021 | $274,000 | -27.5% | 574 | -36.2% | 0.05% | -35.9% |
| Q4 2020 | $378,000 | -16.2% | 899 | -35.3% | 0.08% | -33.3% |
| Q2 2020 | $451,000 | +5.1% | 1,390 | -14.9% | 0.12% | -12.7% |
| Q1 2020 | $429,000 | -45.4% | 1,633 | -26.7% | 0.13% | -52.3% |
| Q4 2019 | $785,000 | 0.0% | 2,228 | 0.0% | 0.28% | +0.4% |
| Q3 2019 | $785,000 | -5.8% | 2,228 | -4.4% | 0.28% | -11.4% |
| Q2 2019 | $833,000 | +1.2% | 2,330 | +1.0% | 0.32% | -4.8% |
| Q1 2019 | $823,000 | +16.9% | 2,307 | +6.6% | 0.33% | -7.3% |
| Q4 2018 | $704,000 | -14.5% | 2,165 | -3.3% | 0.36% | -5.8% |
| Q3 2018 | $823,000 | +26.0% | 2,240 | +24.0% | 0.38% | +4.1% |
| Q2 2018 | $653,000 | +6.7% | 1,807 | -1.2% | 0.36% | +11.6% |
| Q1 2018 | $612,000 | +23.6% | 1,829 | +30.7% | 0.33% | +31.3% |
| Q4 2017 | $495,000 | -26.4% | 1,399 | -32.3% | 0.25% | -27.0% |
| Q3 2017 | $673,000 | +6.8% | 2,065 | +4.1% | 0.34% | +15.6% |
| Q2 2017 | $630,000 | +26.3% | 1,983 | +24.2% | 0.30% | -3.6% |
| Q1 2017 | $499,000 | +0.8% | 1,596 | -2.0% | 0.31% | -15.7% |
| Q4 2016 | $495,000 | +7.6% | 1,628 | 0.0% | 0.36% | -2.2% |
| Q3 2016 | $460,000 | -0.9% | 1,628 | -4.6% | 0.37% | -2.4% |
| Q2 2016 | $464,000 | +12.3% | 1,706 | +8.2% | 0.38% | +15.2% |
| Q1 2016 | $413,000 | – | 1,576 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |