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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,739 | -4.7% | 917 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $439,160 | +4.5% | 917 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $420,362 | +3.5% | 917 | 0.0% | 0.12% | -2.5% |
| Q4 2022 | $406,038 | +10.3% | 917 | 0.0% | 0.12% | -4.8% |
| Q3 2022 | $368,000 | -2.9% | 917 | 0.0% | 0.12% | -18.3% |
| Q2 2022 | $379,000 | -15.8% | 917 | 0.0% | 0.15% | -3.2% |
| Q1 2022 | $450,000 | -28.6% | 917 | -24.7% | 0.16% | +25.4% |
| Q4 2021 | $630,000 | +7.7% | 1,217 | 0.0% | 0.13% | -35.4% |
| Q3 2021 | $585,000 | -2.2% | 1,217 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $598,000 | +3.3% | 1,217 | 0.0% | 0.20% | -7.6% |
| Q1 2021 | $579,000 | +13.3% | 1,217 | 0.0% | 0.21% | +5.5% |
| Q4 2020 | $511,000 | +24.0% | 1,217 | 0.0% | 0.20% | +6.4% |
| Q3 2020 | $412,000 | +4.3% | 1,217 | 0.0% | 0.19% | -4.1% |
| Q2 2020 | $395,000 | +23.4% | 1,217 | 0.0% | 0.20% | +5.9% |
| Q1 2020 | $320,000 | -30.0% | 1,217 | 0.0% | 0.18% | +55.5% |
| Q4 2019 | $457,000 | +6.5% | 1,217 | 0.0% | 0.12% | -47.3% |
| Q3 2019 | $429,000 | -0.7% | 1,217 | 0.0% | 0.23% | +45.8% |
| Q2 2019 | $432,000 | +36.3% | 1,217 | +32.7% | 0.16% | +30.3% |
| Q1 2019 | $317,000 | +14.0% | 917 | 0.0% | 0.12% | -30.0% |
| Q4 2018 | $278,000 | -17.5% | 917 | 0.0% | 0.17% | -5.0% |
| Q3 2018 | $337,000 | +3.4% | 917 | 0.0% | 0.18% | -1.6% |
| Q2 2018 | $326,000 | +4.2% | 917 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $313,000 | -1.3% | 917 | 0.0% | 0.18% | +2.9% |
| Q4 2017 | $317,000 | +6.0% | 917 | 0.0% | 0.18% | +2.3% |
| Q3 2017 | $299,000 | +2.4% | 917 | 0.0% | 0.17% | -3.9% |
| Q2 2017 | $292,000 | +2.8% | 917 | 0.0% | 0.18% | -4.8% |
| Q1 2017 | $284,000 | +11.8% | 917 | 0.0% | 0.19% | +1.6% |
| Q4 2016 | $254,000 | 0.0% | 917 | 0.0% | 0.18% | -0.5% |
| Q3 2016 | $254,000 | +1.6% | 917 | 0.0% | 0.18% | +5.7% |
| Q2 2016 | $250,000 | – | 917 | – | 0.18% | – |
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% |