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 | $116,407,673 | -4.1% | 254,922 | +0.6% | 14.05% | -0.0% |
| Q2 2023 | $121,376,881 | +5.8% | 253,444 | +1.3% | 14.05% | +2.7% |
| Q1 2023 | $114,734,600 | +5.3% | 250,288 | +1.7% | 13.68% | -1.1% |
| Q4 2022 | $109,002,478 | +12.8% | 246,172 | +2.3% | 13.83% | +1.7% |
| Q3 2022 | $96,619,000 | -2.0% | 240,550 | +0.9% | 13.60% | +10.8% |
| Q2 2022 | $98,626,000 | -14.3% | 238,520 | +1.7% | 12.28% | -3.7% |
| Q1 2022 | $115,070,000 | -2.5% | 234,622 | +2.9% | 12.75% | +0.8% |
| Q4 2021 | $118,068,000 | +7.4% | 228,071 | -0.3% | 12.65% | +2.1% |
| Q3 2021 | $109,977,000 | -2.7% | 228,700 | -0.7% | 12.39% | -2.9% |
| Q2 2021 | $113,070,000 | +3.2% | 230,280 | +0.0% | 12.77% | +1.5% |
| Q1 2021 | $109,570,000 | +12.4% | 230,166 | -0.8% | 12.58% | +7.7% |
| Q4 2020 | $97,461,000 | +23.6% | 232,094 | -0.3% | 11.69% | +10.2% |
| Q3 2020 | $78,840,000 | +2.6% | 232,683 | -1.8% | 10.61% | -3.6% |
| Q2 2020 | $76,869,000 | +20.5% | 236,892 | -2.4% | 11.00% | +4.1% |
| Q1 2020 | $63,779,000 | -30.1% | 242,616 | -0.2% | 10.56% | -11.4% |
| Q4 2019 | $91,227,000 | +11.7% | 243,025 | +4.9% | 11.92% | +0.7% |
| Q3 2019 | $81,648,000 | -2.6% | 231,646 | -2.0% | 11.84% | -3.8% |
| Q2 2019 | $83,850,000 | +3.8% | 236,471 | +1.1% | 12.30% | +1.5% |
| Q1 2019 | $80,772,000 | +29.8% | 233,852 | +13.8% | 12.12% | +18.1% |
| Q4 2018 | $62,222,000 | -19.8% | 205,576 | -2.6% | 10.26% | -9.8% |
| Q3 2018 | $77,586,000 | +4.9% | 211,141 | +1.3% | 11.37% | -0.8% |
| Q2 2018 | $73,971,000 | -1.9% | 208,358 | -5.5% | 11.46% | -30.2% |
| Q1 2018 | $75,383,000 | -8.8% | 220,593 | -7.8% | 16.42% | -0.1% |
| Q4 2017 | $82,658,000 | +5.4% | 239,305 | -0.5% | 16.43% | +32.2% |
| Q3 2017 | $78,451,000 | +3.2% | 240,403 | +0.5% | 12.43% | -23.0% |
| Q2 2017 | $75,988,000 | +2.4% | 239,242 | +0.7% | 16.13% | +2.5% |
| Q1 2017 | $74,227,000 | – | 237,587 | – | 15.74% | – |
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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% |