SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,265 | -4.6% | 1,262 | 0.0% | 0.12% | -8.7% |
| Q2 2023 | $604,339 | +4.1% | 1,262 | -0.3% | 0.13% | -5.9% |
| Q1 2023 | $580,430 | -0.9% | 1,266 | -4.3% | 0.14% | -10.6% |
| Q4 2022 | $585,859 | +22.3% | 1,323 | +11.0% | 0.15% | +14.4% |
| Q3 2022 | $479,000 | +70.5% | 1,192 | +75.6% | 0.13% | +51.7% |
| Q2 2022 | $281,000 | -15.1% | 679 | +0.4% | 0.09% | -9.4% |
| Q1 2022 | $331,000 | -6.5% | 676 | -1.2% | 0.10% | 0.0% |
| Q4 2021 | $354,000 | +4.7% | 684 | -2.6% | 0.10% | -5.0% |
| Q3 2021 | $338,000 | -7.9% | 702 | -6.1% | 0.10% | -9.8% |
| Q2 2021 | $367,000 | +6.4% | 748 | +3.2% | 0.11% | -6.7% |
| Q1 2021 | $345,000 | +6.8% | 725 | -5.7% | 0.12% | +0.8% |
| Q4 2020 | $323,000 | +23.8% | 769 | 0.0% | 0.12% | +6.2% |
| Q3 2020 | $261,000 | +4.4% | 769 | 0.0% | 0.11% | -3.4% |
| Q2 2020 | $250,000 | +54.3% | 769 | +24.8% | 0.12% | +28.9% |
| Q1 2020 | $162,000 | -45.3% | 616 | -21.8% | 0.09% | -36.6% |
| Q4 2019 | $296,000 | +6.5% | 788 | 0.0% | 0.14% | -3.4% |
| Q3 2019 | $278,000 | -1.4% | 788 | -3.4% | 0.15% | -5.8% |
| Q2 2019 | $282,000 | 0.0% | 816 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $282,000 | +18.0% | 816 | +3.6% | 0.16% | +2.0% |
| Q4 2018 | $239,000 | -30.7% | 788 | -16.0% | 0.15% | -23.1% |
| Q3 2018 | $345,000 | -18.6% | 938 | -21.5% | 0.20% | -22.6% |
| Q2 2018 | $424,000 | +1.7% | 1,195 | -2.1% | 0.26% | +5.3% |
| Q1 2018 | $417,000 | -6.5% | 1,221 | -5.4% | 0.24% | -6.5% |
| Q4 2017 | $446,000 | – | 1,291 | – | 0.26% | – |
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% |