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 | $237,453 | +0.2% | 520 | +5.1% | 0.08% | +3.7% |
| Q2 2023 | $237,060 | +4.5% | 495 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $226,913 | +107953.8% | 495 | +4.2% | 0.08% | +2.5% |
| Q4 2022 | $210 | -99.9% | 475 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $191,000 | -2.6% | 475 | 0.0% | 0.08% | +1.2% |
| Q2 2022 | $196,000 | -27.4% | 475 | -13.6% | 0.08% | -13.8% |
| Q1 2022 | $270,000 | -13.2% | 550 | -8.3% | 0.09% | -14.5% |
| Q4 2021 | $311,000 | +7.6% | 600 | 0.0% | 0.11% | -5.2% |
| Q3 2021 | $289,000 | -2.0% | 600 | 0.0% | 0.12% | -14.1% |
| Q2 2021 | $295,000 | +3.1% | 600 | 0.0% | 0.14% | -2.9% |
| Q1 2021 | $286,000 | +13.5% | 600 | 0.0% | 0.14% | -10.3% |
| Q4 2020 | $252,000 | +24.1% | 600 | 0.0% | 0.16% | +8.4% |
| Q3 2020 | $203,000 | +4.1% | 600 | 0.0% | 0.14% | -1.4% |
| Q2 2020 | $195,000 | +23.4% | 600 | 0.0% | 0.14% | +7.4% |
| Q1 2020 | $158,000 | -17.3% | 600 | +17.6% | 0.14% | +2.3% |
| Q4 2019 | $191,000 | +6.1% | 510 | 0.0% | 0.13% | +28.2% |
| Q3 2019 | $180,000 | -0.6% | 510 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $181,000 | +2.8% | 510 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $176,000 | +14.3% | 510 | 0.0% | 0.10% | +7.4% |
| Q4 2018 | $154,000 | -9.4% | 510 | -6.4% | 0.10% | -20.8% |
| Q1 2017 | $170,000 | – | 545 | – | 0.12% | – |
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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% |