SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,918 | -4.8% | 2,435 | -0.2% | 0.15% | +0.7% |
| Q2 2023 | $1,168,540 | +1.8% | 2,440 | -2.5% | 0.15% | -7.5% |
| Q1 2023 | $1,147,400 | -4.8% | 2,503 | -8.0% | 0.16% | -15.3% |
| Q4 2022 | $1,205,274 | +6.9% | 2,722 | -3.1% | 0.19% | -1.0% |
| Q3 2022 | $1,128,000 | -3.2% | 2,808 | 0.0% | 0.19% | +1.1% |
| Q2 2022 | $1,165,000 | -15.8% | 2,808 | 0.0% | 0.19% | +6.7% |
| Q1 2022 | $1,384,000 | -3.3% | 2,808 | +1.8% | 0.18% | +9.2% |
| Q4 2021 | $1,431,000 | +9.7% | 2,757 | +1.9% | 0.16% | +2.5% |
| Q3 2021 | $1,304,000 | -2.3% | 2,705 | -0.2% | 0.16% | -3.6% |
| Q2 2021 | $1,335,000 | -3.2% | 2,711 | -6.1% | 0.16% | -17.9% |
| Q1 2021 | $1,379,000 | +32.1% | 2,886 | +16.5% | 0.20% | +20.4% |
| Q4 2020 | $1,044,000 | +11.2% | 2,478 | -10.3% | 0.17% | -5.1% |
| Q3 2020 | $939,000 | -5.9% | 2,764 | -9.6% | 0.18% | -19.6% |
| Q2 2020 | $998,000 | +4.1% | 3,056 | -15.8% | 0.22% | -23.7% |
| Q1 2020 | $959,000 | -27.4% | 3,631 | +3.6% | 0.29% | -18.7% |
| Q4 2019 | $1,321,000 | +5.8% | 3,506 | -0.6% | 0.35% | -5.9% |
| Q3 2019 | $1,248,000 | -1.6% | 3,526 | -0.6% | 0.38% | -1.8% |
| Q2 2019 | $1,268,000 | +3.3% | 3,548 | +0.1% | 0.38% | -6.8% |
| Q1 2019 | $1,228,000 | +13.9% | 3,546 | 0.0% | 0.41% | -8.9% |
| Q4 2018 | $1,078,000 | -18.9% | 3,546 | -1.4% | 0.45% | +0.7% |
| Q3 2018 | $1,329,000 | -6.6% | 3,596 | -9.7% | 0.45% | -14.0% |
| Q2 2018 | $1,423,000 | +1.7% | 3,984 | -2.4% | 0.52% | +0.4% |
| Q1 2018 | $1,399,000 | -8.7% | 4,084 | -7.6% | 0.52% | -14.8% |
| Q4 2017 | $1,532,000 | +3.5% | 4,419 | -2.1% | 0.61% | -4.9% |
| Q3 2017 | $1,480,000 | -0.1% | 4,515 | -3.0% | 0.64% | -11.4% |
| Q2 2017 | $1,482,000 | +14.8% | 4,657 | +13.0% | 0.72% | +3.1% |
| Q1 2017 | $1,291,000 | +14.0% | 4,121 | +10.3% | 0.70% | -0.6% |
| Q4 2016 | $1,132,000 | – | 3,736 | – | 0.70% | – |
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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% |