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 | $299,556 | -4.7% | 656 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $314,165 | +4.5% | 656 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $300,717 | -1.7% | 656 | -5.1% | 0.04% | -7.5% |
| Q4 2022 | $305,968 | +10.1% | 691 | 0.0% | 0.04% | +5.3% |
| Q3 2022 | $278,000 | -2.8% | 691 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $286,000 | -15.6% | 691 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $339,000 | -5.3% | 691 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $358,000 | +7.8% | 691 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $332,000 | -2.1% | 691 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $339,000 | +3.0% | 691 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $329,000 | +13.4% | 691 | 0.0% | 0.04% | +7.9% |
| Q4 2020 | $290,000 | +7.8% | 691 | -5.6% | 0.04% | -26.9% |
| Q3 2018 | $269,000 | +3.5% | 732 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $260,000 | +7.0% | 732 | +2.8% | 0.05% | +6.0% |
| Q1 2018 | $243,000 | -1.2% | 712 | 0.0% | 0.05% | -7.4% |
| Q4 2017 | $246,000 | +11.8% | 712 | +6.7% | 0.05% | +5.9% |
| Q3 2017 | $220,000 | +7.3% | 667 | +3.1% | 0.05% | -1.9% |
| Q2 2017 | $205,000 | -21.8% | 647 | -23.9% | 0.05% | -27.8% |
| Q1 2017 | $262,000 | – | 850 | – | 0.07% | – |
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% |