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 | $2,281,373 | +5.9% | 4,996 | +11.0% | 0.16% | +4.0% |
| Q2 2023 | $2,155,095 | +1.9% | 4,500 | -2.4% | 0.15% | -6.2% |
| Q1 2023 | $2,114,645 | -1.5% | 4,613 | -4.8% | 0.16% | -12.1% |
| Q4 2022 | $2,145,760 | +3.5% | 4,846 | -6.2% | 0.18% | -5.7% |
| Q3 2022 | $2,074,000 | -3.4% | 5,164 | -0.6% | 0.19% | +2.7% |
| Q2 2022 | $2,147,000 | -20.3% | 5,193 | -5.4% | 0.19% | -8.7% |
| Q1 2022 | $2,693,000 | -5.3% | 5,491 | 0.0% | 0.21% | -6.8% |
| Q4 2021 | $2,843,000 | +6.4% | 5,491 | -1.2% | 0.22% | -5.2% |
| Q3 2021 | $2,673,000 | -2.2% | 5,558 | -0.2% | 0.23% | -3.3% |
| Q2 2021 | $2,734,000 | +8.9% | 5,567 | -6.9% | 0.24% | -9.7% |
| Q4 2020 | $2,511,000 | +17.3% | 5,980 | -5.3% | 0.27% | +13.1% |
| Q3 2020 | $2,141,000 | – | 6,317 | – | 0.24% | – |
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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% |