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 | $1,013,284 | -6.8% | 2,219 | -2.0% | 0.04% | -2.7% |
| Q2 2023 | $1,087,678 | +5.8% | 2,264 | +1.0% | 0.04% | +2.8% |
| Q1 2023 | $1,027,755 | +96.1% | 2,242 | +61.3% | 0.04% | -30.8% |
| Q4 2019 | $524,000 | +19.1% | 1,390 | +11.8% | 0.05% | +2.0% |
| Q3 2019 | $440,000 | -0.9% | 1,243 | -0.4% | 0.05% | -1.9% |
| Q2 2019 | $444,000 | +55.8% | 1,248 | +51.5% | 0.05% | +48.6% |
| Q1 2019 | $285,000 | +14.0% | 824 | 0.0% | 0.04% | -2.8% |
| Q4 2018 | $250,000 | -17.8% | 824 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $304,000 | -71.8% | 824 | -72.8% | 0.04% | -72.2% |
| Q2 2018 | $1,077,000 | -8.9% | 3,024 | -12.3% | 0.14% | +2.1% |
| Q1 2018 | $1,182,000 | -1.2% | 3,450 | 0.0% | 0.14% | -2.8% |
| Q4 2017 | $1,196,000 | +5.7% | 3,450 | 0.0% | 0.14% | -2.0% |
| Q3 2017 | $1,131,000 | +0.7% | 3,450 | -2.2% | 0.15% | -6.3% |
| Q2 2017 | $1,123,000 | +6.6% | 3,529 | +5.0% | 0.16% | +3.3% |
| Q1 2017 | $1,053,000 | +5.8% | 3,362 | +2.3% | 0.15% | -3.2% |
| Q4 2016 | $995,000 | +44.8% | 3,287 | +35.6% | 0.16% | +31.7% |
| Q3 2016 | $687,000 | – | 2,424 | – | 0.12% | – |
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% |