RETIREMENT INCOME SOLUTIONS, INC - SPDR S&P MIDCAP 400 ETF TR ownership

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
RETIREMENT INCOME SOLUTIONS, INC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$5,324,422
-5.6%
11,660
-1.0%
1.49%
-1.3%
Q2 2023$5,638,207
+3.1%
11,773
-1.3%
1.51%
-5.4%
Q1 2023$5,468,373
-0.6%
11,929
-4.0%
1.60%
-8.7%
Q4 2022$5,500,337
+5.1%
12,422
-4.0%
1.75%
-7.0%
Q3 2022$5,233,000
-2.2%
12,937
-0.1%
1.88%
-1.5%
Q2 2022$5,353,000
-21.2%
12,947
-6.5%
1.91%
+1.6%
Q1 2022$6,794,000
-99.9%
13,853
-8.0%
1.88%
-10.0%
Q4 2021$7,799,000,000
+7.7%
15,065
+0.1%
2.08%
-14.0%
Q3 2021$7,240,000,000
-4.2%
15,055
-2.2%
2.42%
-6.2%
Q2 2021$7,559,000,000
+0.9%
15,394
-2.2%
2.59%
+0.2%
Q1 2021$7,490,000,000
+11.4%
15,734
-1.7%
2.58%
+5.9%
Q4 2020$6,724,000,000
+24.0%
16,012
+0.1%
2.44%
+1.5%
Q3 2020$5,421,000,000
-17.2%
15,998
-20.7%
2.40%
-13.1%
Q2 2020$6,547,000,000
-8.7%
20,175
-26.1%
2.76%
-31.4%
Q1 2020$7,172,000,000
-62.0%
27,284
-45.7%
4.02%
-48.7%
Q4 2019$18,856,000,000
-10.4%
50,233
-15.8%
7.85%
-30.1%
Q3 2019$21,040,000,000
-4.4%
59,693
-3.8%
11.22%
-4.3%
Q2 2019$21,998,000,000
+2.9%
62,038
+0.3%
11.72%
-4.2%
Q1 2019$21,369,000,000
+12.9%
61,867
-1.1%
12.24%
-0.1%
Q4 2018$18,932,000,000
-19.9%
62,549
-2.7%
12.26%
-7.4%
Q3 2018$23,625,000,000
+3.9%
64,292
+0.4%
13.24%
-4.4%
Q2 2018$22,731,000,000
-2.8%
64,028
-6.5%
13.84%
-3.0%
Q1 2018$23,389,000,000
-2.0%
68,444
-0.9%
14.28%
+1.9%
Q4 2017$23,867,000,00069,09614.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders