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 | $825,343 | -5.2% | 1,817 | +0.1% | 0.21% | -1.9% |
| Q2 2023 | $871,011 | +5.0% | 1,816 | +0.1% | 0.22% | -3.1% |
| Q1 2023 | $829,699 | +3.4% | 1,815 | +0.1% | 0.22% | +1.8% |
| Q4 2022 | $802,691 | +8.8% | 1,813 | +0.1% | 0.22% | +7.9% |
| Q3 2022 | $738,000 | -1.3% | 1,811 | +0.1% | 0.20% | +9.1% |
| Q2 2022 | $748,000 | +47.0% | 1,809 | +74.3% | 0.19% | +73.8% |
| Q1 2022 | $509,000 | -45.7% | 1,038 | -42.7% | 0.11% | -38.5% |
| Q4 2021 | $938,000 | +88.4% | 1,811 | +75.0% | 0.17% | +72.3% |
| Q3 2021 | $498,000 | -43.9% | 1,035 | -42.8% | 0.10% | -41.3% |
| Q2 2021 | $888,000 | +3.1% | 1,809 | +0.1% | 0.17% | -13.6% |
| Q1 2021 | $861,000 | +9.7% | 1,808 | -3.3% | 0.20% | +8.2% |
| Q4 2020 | $785,000 | +19.7% | 1,869 | -3.2% | 0.18% | +8.2% |
| Q3 2020 | $656,000 | +161.4% | 1,930 | +149.0% | 0.17% | +123.7% |
| Q2 2020 | $251,000 | -66.0% | 775 | -74.0% | 0.08% | -74.1% |
| Q1 2020 | $739,000 | -50.2% | 2,976 | -24.7% | 0.29% | -35.7% |
| Q4 2019 | $1,483,000 | -10.8% | 3,951 | -16.2% | 0.46% | -2.6% |
| Q3 2019 | $1,662,000 | +18.3% | 4,716 | +19.0% | 0.47% | -2.7% |
| Q2 2019 | $1,405,000 | +0.6% | 3,962 | -1.9% | 0.48% | -3.6% |
| Q1 2019 | $1,397,000 | +13.3% | 4,037 | -1.0% | 0.50% | +27.3% |
| Q4 2018 | $1,233,000 | -17.5% | 4,076 | +0.2% | 0.39% | -13.8% |
| Q3 2018 | $1,494,000 | +11.9% | 4,068 | +8.2% | 0.46% | -9.7% |
| Q2 2018 | $1,335,000 | +15.5% | 3,760 | +8.9% | 0.50% | +15.6% |
| Q1 2018 | $1,156,000 | -52.8% | 3,454 | -54.5% | 0.44% | +12.4% |
| Q4 2017 | $2,448,000 | +196.4% | 7,588 | +194.0% | 0.39% | +19.8% |
| Q2 2017 | $826,000 | -11.8% | 2,581 | -14.0% | 0.32% | -22.7% |
| Q1 2017 | $937,000 | +117.9% | 3,000 | +110.5% | 0.42% | +83.8% |
| Q4 2016 | $430,000 | – | 1,425 | – | 0.23% | – |
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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% |