SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,993,584 | +3.3% | 4,349 | -0.2% | 0.71% | -0.8% |
| Q4 2022 | $1,929,635 | +11.4% | 4,358 | +1.1% | 0.72% | +1.0% |
| Q3 2022 | $1,732,000 | -2.8% | 4,311 | +0.0% | 0.71% | +2.7% |
| Q2 2022 | $1,782,000 | -15.7% | 4,310 | 0.0% | 0.69% | -6.0% |
| Q1 2022 | $2,113,000 | -6.9% | 4,310 | -1.7% | 0.74% | -3.5% |
| Q4 2021 | $2,270,000 | +7.1% | 4,384 | -0.5% | 0.76% | -0.8% |
| Q3 2021 | $2,120,000 | -2.0% | 4,408 | +0.0% | 0.77% | -3.5% |
| Q2 2021 | $2,164,000 | -0.4% | 4,407 | -3.4% | 0.80% | -6.3% |
| Q1 2021 | $2,173,000 | +18.6% | 4,564 | +4.6% | 0.85% | +7.8% |
| Q4 2020 | $1,832,000 | +24.0% | 4,363 | +0.0% | 0.79% | +9.4% |
| Q3 2020 | $1,478,000 | +4.5% | 4,362 | +0.0% | 0.72% | -2.3% |
| Q2 2020 | $1,415,000 | +23.5% | 4,361 | +0.0% | 0.74% | +10.4% |
| Q1 2020 | $1,146,000 | -31.3% | 4,360 | -1.8% | 0.67% | -14.3% |
| Q4 2019 | $1,667,000 | +4.2% | 4,440 | -2.2% | 0.78% | -3.8% |
| Q3 2019 | $1,600,000 | -2.7% | 4,539 | -2.1% | 0.81% | -4.4% |
| Q2 2019 | $1,645,000 | +2.7% | 4,638 | 0.0% | 0.85% | -2.3% |
| Q1 2019 | $1,602,000 | +10.6% | 4,638 | -3.1% | 0.87% | -3.7% |
| Q4 2018 | $1,449,000 | -17.6% | 4,788 | +0.0% | 0.90% | -11.1% |
| Q3 2018 | $1,759,000 | +3.5% | 4,787 | 0.0% | 1.02% | -3.2% |
| Q2 2018 | $1,699,000 | +10.5% | 4,787 | +6.4% | 1.05% | +11.3% |
| Q1 2018 | $1,537,000 | -1.0% | 4,497 | +0.0% | 0.94% | -0.8% |
| Q4 2017 | $1,553,000 | +5.9% | 4,496 | 0.0% | 0.95% | +0.7% |
| Q3 2017 | $1,467,000 | +2.7% | 4,496 | 0.0% | 0.94% | -2.5% |
| Q2 2017 | $1,428,000 | +1.6% | 4,496 | 0.0% | 0.97% | -4.1% |
| Q1 2017 | $1,405,000 | -12.0% | 4,496 | -18.2% | 1.01% | -17.6% |
| Q4 2016 | $1,596,000 | – | 5,495 | – | 1.22% | – |
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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% |