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 | $4,663,568 | -5.1% | 10,213 | -0.5% | 0.52% | -5.2% |
Q2 2023 | $4,916,389 | +4.0% | 10,266 | -0.4% | 0.54% | -8.9% |
Q1 2023 | $4,725,744 | +2.9% | 10,309 | -0.6% | 0.60% | -18.5% |
Q4 2022 | $4,591,446 | -19.1% | 10,369 | -26.6% | 0.73% | -44.3% |
Q3 2022 | $5,674,000 | -14.1% | 14,126 | -11.6% | 1.31% | -15.0% |
Q2 2022 | $6,605,000 | -18.2% | 15,973 | -3.0% | 1.54% | -16.9% |
Q1 2022 | $8,077,000 | -7.9% | 16,468 | -2.8% | 1.86% | -4.1% |
Q4 2021 | $8,774,000 | +9.1% | 16,950 | +1.4% | 1.94% | -14.1% |
Q3 2021 | $8,039,000 | -3.4% | 16,717 | -1.4% | 2.26% | -4.8% |
Q2 2021 | $8,325,000 | +1.9% | 16,956 | -1.2% | 2.37% | -8.1% |
Q1 2021 | $8,171,000 | +11.1% | 17,165 | -2.0% | 2.58% | +5.8% |
Q4 2020 | $7,355,000 | +18.1% | 17,515 | -4.7% | 2.44% | +4.3% |
Q3 2020 | $6,227,000 | +0.3% | 18,378 | -4.0% | 2.34% | -3.8% |
Q2 2020 | $6,210,000 | +10.6% | 19,138 | -10.4% | 2.43% | -5.0% |
Q1 2020 | $5,616,000 | +39.7% | 21,364 | +99.4% | 2.56% | +70.3% |
Q4 2019 | $4,021,000 | +0.7% | 10,713 | -5.5% | 1.50% | -1.4% |
Q3 2019 | $3,994,000 | -9.6% | 11,331 | -9.1% | 1.52% | -9.1% |
Q2 2019 | $4,420,000 | -2.6% | 12,466 | -5.1% | 1.68% | -6.8% |
Q1 2019 | $4,540,000 | +17.8% | 13,142 | -6.7% | 1.80% | -18.4% |
Q4 2018 | $3,855,000 | -25.0% | 14,084 | -7.0% | 2.21% | -22.4% |
Q3 2018 | $5,142,000 | -4.2% | 15,147 | +0.2% | 2.84% | +23.0% |
Q2 2018 | $5,367,000 | +1.5% | 15,119 | -4.6% | 2.31% | -4.6% |
Q1 2018 | $5,287,000 | +768.1% | 15,848 | +797.4% | 2.42% | +355.9% |
Q4 2017 | $609,000 | +25.8% | 1,766 | +19.3% | 0.53% | -21.9% |
Q3 2017 | $484,000 | -88.7% | 1,480 | -89.0% | 0.68% | -69.0% |
Q2 2017 | $4,284,000 | -4.4% | 13,504 | -7.1% | 2.19% | -6.9% |
Q1 2017 | $4,481,000 | +0.2% | 14,536 | -0.4% | 2.36% | -4.6% |
Q4 2016 | $4,473,000 | – | 14,599 | – | 2.47% | – |
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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% |