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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,140 | +95195.7% | 1,369 | 0.0% | 0.71% | +37.6% |
| Q2 2023 | $656 | +4.8% | 1,369 | 0.0% | 0.52% | +9.3% |
| Q1 2023 | $626 | +3.0% | 1,369 | -0.4% | 0.47% | +3.5% |
| Q4 2022 | $608 | -99.9% | 1,374 | 0.0% | 0.46% | +4.1% |
| Q3 2022 | $552,000 | -2.8% | 1,374 | 0.0% | 0.44% | +3.8% |
| Q2 2022 | $568,000 | -15.7% | 1,374 | 0.0% | 0.42% | +5.5% |
| Q1 2022 | $674,000 | -5.9% | 1,374 | -0.7% | 0.40% | +2.8% |
| Q4 2021 | $716,000 | -0.7% | 1,384 | -7.7% | 0.39% | -7.8% |
| Q3 2021 | $721,000 | -4.1% | 1,499 | -2.2% | 0.42% | -3.9% |
| Q2 2021 | $752,000 | -0.1% | 1,532 | -3.2% | 0.44% | -9.1% |
| Q1 2021 | $753,000 | +7.1% | 1,582 | -5.4% | 0.48% | -5.3% |
| Q4 2020 | $703,000 | +24.0% | 1,673 | 0.0% | 0.51% | +11.8% |
| Q3 2020 | $567,000 | +2.5% | 1,673 | -1.8% | 0.46% | -9.3% |
| Q2 2020 | $553,000 | +23.4% | 1,703 | 0.0% | 0.50% | -5.1% |
| Q1 2020 | $448,000 | -25.6% | 1,703 | +6.2% | 0.53% | +9.1% |
| Q4 2019 | $602,000 | +6.5% | 1,603 | 0.0% | 0.49% | -1.6% |
| Q3 2019 | $565,000 | -0.5% | 1,603 | 0.0% | 0.49% | -3.9% |
| Q2 2019 | $568,000 | +1.2% | 1,603 | -1.2% | 0.51% | -1.3% |
| Q1 2019 | $561,000 | +14.3% | 1,623 | 0.0% | 0.52% | -1.0% |
| Q4 2018 | $491,000 | -19.5% | 1,623 | -2.2% | 0.53% | +4.8% |
| Q3 2018 | $610,000 | +2.9% | 1,660 | -0.6% | 0.50% | -2.7% |
| Q2 2018 | $593,000 | +3.9% | 1,670 | 0.0% | 0.52% | +5.1% |
| Q1 2018 | $571,000 | -20.4% | 1,670 | -19.5% | 0.49% | -20.9% |
| Q4 2017 | $717,000 | – | 2,075 | – | 0.62% | – |
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% |