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 | $685,873 | -4.7% | 1,502 | 0.0% | 0.32% | -3.0% |
| Q2 2023 | $719,323 | +4.5% | 1,502 | 0.0% | 0.33% | -1.2% |
| Q1 2023 | $688,532 | +3.5% | 1,502 | 0.0% | 0.34% | +2.8% |
| Q4 2022 | $665,071 | +9.7% | 1,502 | -0.4% | 0.33% | +17.7% |
| Q3 2022 | $606,000 | -2.9% | 1,508 | 0.0% | 0.28% | -1.1% |
| Q2 2022 | $624,000 | -12.7% | 1,508 | 0.0% | 0.28% | -2.4% |
| Q1 2022 | $715,000 | -8.5% | 1,508 | 0.0% | 0.29% | 0.0% |
| Q4 2021 | $781,000 | +7.7% | 1,508 | 0.0% | 0.29% | +3.2% |
| Q3 2021 | $725,000 | -2.0% | 1,508 | 0.0% | 0.28% | -1.4% |
| Q2 2021 | $740,000 | +3.1% | 1,508 | 0.0% | 0.28% | -0.4% |
| Q1 2021 | $718,000 | +13.4% | 1,508 | 0.0% | 0.28% | +10.1% |
| Q4 2020 | $633,000 | +21.3% | 1,508 | 0.0% | 0.26% | +6.6% |
| Q3 2020 | $522,000 | -4.9% | 1,508 | -10.9% | 0.24% | -7.7% |
| Q2 2020 | $549,000 | +23.4% | 1,692 | 0.0% | 0.26% | +7.4% |
| Q1 2020 | $445,000 | -91.0% | 1,692 | -87.1% | 0.24% | -89.7% |
| Q4 2019 | $4,940,000 | +5.3% | 13,159 | -1.2% | 2.35% | -0.4% |
| Q3 2019 | $4,692,000 | -2.8% | 13,313 | -2.2% | 2.36% | -2.1% |
| Q2 2019 | $4,828,000 | -2.1% | 13,615 | -4.7% | 2.41% | -3.5% |
| Q1 2019 | $4,934,000 | -4.0% | 14,285 | -15.9% | 2.50% | -13.5% |
| Q4 2018 | $5,141,000 | -64.2% | 16,986 | -56.5% | 2.88% | -59.3% |
| Q3 2018 | $14,350,000 | -3.5% | 39,051 | -6.8% | 7.08% | -9.7% |
| Q2 2018 | $14,872,000 | -2.2% | 41,889 | -5.8% | 7.85% | -1.8% |
| Q1 2018 | $15,200,000 | -3.2% | 44,481 | -2.2% | 7.99% | -1.9% |
| Q4 2017 | $15,706,000 | +3.3% | 45,472 | -1.4% | 8.14% | -0.7% |
| Q3 2017 | $15,206,000 | +3.0% | 46,131 | -0.9% | 8.20% | -1.2% |
| Q2 2017 | $14,767,000 | +0.7% | 46,536 | -2.3% | 8.30% | -0.3% |
| Q1 2017 | $14,670,000 | -0.3% | 47,648 | -1.8% | 8.32% | -2.2% |
| Q4 2016 | $14,716,000 | +4.9% | 48,509 | -2.4% | 8.51% | +5.4% |
| Q3 2016 | $14,032,000 | +2.2% | 49,710 | -1.4% | 8.07% | -0.2% |
| Q2 2016 | $13,728,000 | +2.7% | 50,428 | -0.9% | 8.08% | +3.9% |
| Q1 2016 | $13,371,000 | +6.3% | 50,895 | +2.8% | 7.78% | +0.9% |
| Q4 2015 | $12,582,000 | +1.9% | 49,528 | -0.1% | 7.71% | -1.0% |
| Q3 2015 | $12,342,000 | -4.9% | 49,590 | +4.4% | 7.79% | -1.3% |
| Q2 2015 | $12,975,000 | +13.1% | 47,492 | +14.8% | 7.89% | +17.4% |
| Q1 2015 | $11,468,000 | -0.7% | 41,367 | -5.4% | 6.72% | -2.3% |
| Q4 2014 | $11,546,000 | +2.1% | 43,739 | -3.6% | 6.88% | -32.9% |
| Q3 2014 | $11,310,000 | -3.3% | 45,363 | +1.0% | 10.26% | -0.7% |
| Q2 2014 | $11,697,000 | +3.6% | 44,893 | -0.4% | 10.32% | -1.9% |
| Q1 2014 | $11,290,000 | +0.9% | 45,056 | -1.6% | 10.53% | -5.4% |
| Q4 2013 | $11,185,000 | – | 45,803 | – | 11.13% | – |
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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% |