SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $466,170 | +20.3% | 981 | +13.0% | 0.28% | +16.0% |
| Q1 2023 | $387,665 | -12.5% | 868 | -10.1% | 0.24% | -15.9% |
| Q4 2022 | $442,852 | +13.3% | 966 | +1.9% | 0.29% | +3.9% |
| Q3 2022 | $391,000 | +1.8% | 948 | +3.2% | 0.28% | +3.3% |
| Q2 2022 | $384,000 | -10.1% | 919 | +2.2% | 0.27% | +1.5% |
| Q1 2022 | $427,000 | -3.2% | 899 | +3.8% | 0.27% | +4.7% |
| Q4 2021 | $441,000 | +1.4% | 866 | -3.2% | 0.25% | -5.2% |
| Q3 2021 | $435,000 | -3.5% | 895 | -1.9% | 0.27% | -5.0% |
| Q2 2021 | $451,000 | +3.9% | 912 | +2.2% | 0.28% | +3.7% |
| Q1 2021 | $434,000 | -16.2% | 892 | -24.0% | 0.27% | -20.9% |
| Q4 2020 | $518,000 | +21.6% | 1,174 | -2.7% | 0.34% | +4.2% |
| Q3 2020 | $426,000 | +11.5% | 1,206 | +1.3% | 0.33% | +2.5% |
| Q2 2020 | $382,000 | +29.5% | 1,190 | -2.0% | 0.32% | +9.2% |
| Q1 2020 | $295,000 | -32.5% | 1,214 | +4.1% | 0.30% | +2.1% |
| Q4 2019 | $437,000 | -6.6% | 1,166 | -12.2% | 0.29% | -15.5% |
| Q3 2019 | $468,000 | +6.4% | 1,328 | +7.1% | 0.34% | +7.5% |
| Q2 2019 | $440,000 | +2488.2% | 1,240 | +2380.0% | 0.32% | +2346.2% |
| Q1 2019 | $17,000 | +13.3% | 50 | 0.0% | 0.01% | -45.8% |
| Q4 2018 | $15,000 | -16.7% | 50 | 0.0% | 0.02% | +100.0% |
| Q3 2018 | $18,000 | +5.9% | 50 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $17,000 | – | 50 | – | 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% |