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 | $90,415 | -6.7% | 198 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $96,875 | +7.6% | 198 | 0.0% | 0.03% | +15.4% |
| Q1 2023 | $90,041 | +2.7% | 198 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $87,672 | -50.2% | 198 | -54.8% | 0.03% | -54.1% |
| Q3 2022 | $176,000 | -2.8% | 438 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $181,000 | -15.8% | 438 | 0.0% | 0.06% | -8.8% |
| Q1 2022 | $215,000 | -5.3% | 438 | 0.0% | 0.07% | -13.9% |
| Q4 2021 | $227,000 | +28.2% | 438 | +18.7% | 0.08% | +14.5% |
| Q3 2021 | $177,000 | +0.6% | 369 | 0.0% | 0.07% | -9.2% |
| Q1 2021 | $176,000 | +34.4% | 369 | 0.0% | 0.08% | -7.3% |
| Q2 2019 | $131,000 | +3.1% | 369 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $127,000 | +13.4% | 369 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $112,000 | -17.6% | 369 | 0.0% | 0.08% | -5.6% |
| Q3 2018 | $136,000 | +3.8% | 369 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $131,000 | +6.5% | 369 | +2.8% | 0.09% | +13.6% |
| Q1 2018 | $123,000 | -1.6% | 359 | 0.0% | 0.08% | +5.2% |
| Q4 2017 | $125,000 | +104.9% | 359 | +91.0% | 0.08% | +87.8% |
| Q3 2017 | $61,000 | +1.7% | 188 | 0.0% | 0.04% | +2.5% |
| Q2 2017 | $60,000 | +1.7% | 188 | 0.0% | 0.04% | -4.8% |
| Q1 2017 | $59,000 | +3.5% | 188 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $57,000 | – | 188 | – | 0.04% | – |
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% |