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 | $225,124 | -4.7% | 493 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $236,103 | +4.5% | 493 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $225,996 | +3.5% | 493 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $218,295 | +7.0% | 493 | 0.0% | 0.05% | +6.7% |
| Q2 2022 | $204,000 | -15.7% | 493 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $242,000 | -5.1% | 493 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $255,000 | +7.6% | 493 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $237,000 | -2.5% | 493 | 0.0% | 0.05% | -4.2% |
| Q2 2021 | $243,000 | -48.3% | 493 | -48.8% | 0.05% | -54.7% |
| Q1 2021 | $470,000 | +16.3% | 962 | 0.0% | 0.11% | +8.2% |
| Q4 2020 | $404,000 | +15.8% | 962 | 0.0% | 0.10% | +7.7% |
| Q3 2020 | $349,000 | +11.9% | 962 | 0.0% | 0.09% | +2.2% |
| Q2 2020 | $312,000 | +23.3% | 962 | 0.0% | 0.09% | -4.3% |
| Q1 2020 | $253,000 | -32.4% | 962 | -3.7% | 0.09% | -23.8% |
| Q4 2019 | $374,000 | +9.7% | 999 | 0.0% | 0.12% | +4.3% |
| Q3 2019 | $341,000 | 0.0% | 999 | +3.8% | 0.12% | -3.3% |
| Q2 2019 | $341,000 | +0.6% | 962 | -0.4% | 0.12% | -1.6% |
| Q1 2019 | $339,000 | +8.3% | 966 | +0.3% | 0.12% | +0.8% |
| Q4 2018 | $313,000 | -8.5% | 963 | +0.1% | 0.12% | -6.2% |
| Q3 2018 | $342,000 | 0.0% | 962 | 0.0% | 0.13% | -0.8% |
| Q2 2018 | $342,000 | +4.0% | 962 | 0.0% | 0.13% | +4.0% |
| Q1 2018 | $329,000 | -0.9% | 962 | 0.0% | 0.13% | -8.0% |
| Q4 2017 | $332,000 | +5.7% | 962 | 0.0% | 0.14% | +0.7% |
| Q3 2017 | $314,000 | +2.6% | 962 | 0.0% | 0.14% | -4.2% |
| Q2 2017 | $306,000 | +1.7% | 962 | 0.0% | 0.14% | -1.4% |
| Q1 2017 | $301,000 | -0.3% | 962 | -3.8% | 0.14% | -2.7% |
| Q4 2016 | $302,000 | – | 1,000 | – | 0.15% | – |
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% |