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 | $25,572 | -4.6% | 56 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,819 | +4.5% | 56 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,671 | +3.5% | 56 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $24,796 | -44.9% | 56 | -50.0% | 0.01% | -43.5% |
| Q3 2022 | $45,000 | -2.2% | 112 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $46,000 | -16.4% | 112 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 112 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $58,000 | +23.4% | 112 | 0.0% | 0.02% | -11.5% |
| Q4 2020 | $47,000 | +23.7% | 112 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $38,000 | +5.6% | 112 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $36,000 | +20.0% | 112 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $30,000 | -28.6% | 112 | 0.0% | 0.02% | -8.0% |
| Q4 2019 | $42,000 | +7.7% | 112 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $39,000 | -2.5% | 112 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $40,000 | +2.6% | 112 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $39,000 | +14.7% | 112 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $34,000 | -17.1% | 112 | 0.0% | 0.03% | +7.1% |
| Q3 2018 | $41,000 | +2.5% | 112 | 0.0% | 0.03% | -6.7% |
| Q2 2018 | $40,000 | +5.3% | 112 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $38,000 | -2.6% | 112 | 0.0% | 0.03% | +7.1% |
| Q4 2017 | $39,000 | – | 112 | – | 0.03% | – |
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% |