SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,685 | -4.6% | 457 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $218,862 | +4.5% | 457 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $209,493 | +3.5% | 457 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $202,355 | -1.3% | 457 | -7.9% | 0.03% | -2.9% |
| Q2 2022 | $205,000 | -15.6% | 496 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $243,000 | -5.4% | 496 | 0.0% | 0.03% | +3.0% |
| Q4 2021 | $257,000 | +7.5% | 496 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $239,000 | -2.0% | 496 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $244,000 | +3.4% | 496 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $236,000 | +13.5% | 496 | 0.0% | 0.04% | +5.9% |
| Q4 2020 | $208,000 | +105.9% | 496 | +48.1% | 0.03% | -19.0% |
| Q4 2018 | $101,000 | -17.9% | 335 | 0.0% | 0.04% | -4.5% |
| Q3 2018 | $123,000 | +3.4% | 335 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $119,000 | +4.4% | 335 | 0.0% | 0.04% | +4.7% |
| Q1 2018 | $114,000 | -1.7% | 335 | 0.0% | 0.04% | +2.4% |
| Q4 2017 | $116,000 | +6.4% | 335 | 0.0% | 0.04% | +5.0% |
| Q3 2017 | $109,000 | +2.8% | 335 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $106,000 | – | 335 | – | 0.04% | – |
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% |