SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,018 | -4.7% | 703 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $336,674 | +0.8% | 703 | -3.4% | 0.02% | -6.2% |
| Q1 2023 | $333,921 | +18.8% | 728 | +14.6% | 0.02% | +6.7% |
| Q4 2022 | $281,172 | +10.3% | 635 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $255,000 | +8.1% | 635 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $236,000 | -31.0% | 570 | -18.2% | 0.02% | -11.8% |
| Q1 2022 | $342,000 | +15.9% | 697 | +22.3% | 0.02% | +6.2% |
| Q4 2021 | $295,000 | -0.3% | 570 | -7.5% | 0.02% | -5.9% |
| Q3 2021 | $296,000 | -12.7% | 616 | -10.9% | 0.02% | -19.0% |
| Q2 2021 | $339,000 | +15.7% | 691 | +12.2% | 0.02% | +50.0% |
| Q1 2021 | $293,000 | +14.0% | 616 | +0.7% | 0.01% | +7.7% |
| Q4 2020 | $257,000 | +121.6% | 612 | +78.9% | 0.01% | +30.0% |
| Q3 2020 | $116,000 | +4.5% | 342 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $111,000 | +11.0% | 342 | -4.2% | 0.01% | -9.1% |
| Q1 2020 | $100,000 | -29.6% | 357 | -5.8% | 0.01% | -21.4% |
| Q4 2019 | $142,000 | +14.5% | 379 | +7.7% | 0.01% | 0.0% |
| Q3 2019 | $124,000 | +2380.0% | 352 | +2414.3% | 0.01% | +1300.0% |
| Q2 2019 | $5,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | -44.4% | 14 | -46.2% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -79.5% | 26 | -79.5% | 0.00% | -85.7% |
| Q4 2017 | $44,000 | +7.3% | 127 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $41,000 | – | 127 | – | 0.01% | – |
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% |