SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $314,644 | +4.5% | 657 | 0.0% | 0.07% | -9.6% |
| Q1 2023 | $301,175 | +3.5% | 657 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $290,913 | -0.0% | 657 | 0.0% | 0.07% | -6.5% |
| Q3 2022 | $291,000 | +7.0% | 657 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $272,000 | -15.5% | 657 | 0.0% | 0.08% | -20.8% |
| Q1 2022 | $322,000 | -5.3% | 657 | 0.0% | 0.10% | -4.7% |
| Q4 2021 | $340,000 | +7.6% | 657 | 0.0% | 0.11% | -1.9% |
| Q3 2021 | $316,000 | -2.2% | 657 | 0.0% | 0.11% | -3.6% |
| Q2 2021 | $323,000 | +34.0% | 657 | +29.6% | 0.11% | +20.4% |
| Q1 2021 | $241,000 | +13.1% | 507 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $213,000 | +23.8% | 507 | 0.0% | 0.10% | +10.5% |
| Q3 2020 | $172,000 | +4.2% | 507 | 0.0% | 0.09% | -3.4% |
| Q2 2020 | $165,000 | +24.1% | 507 | 0.0% | 0.09% | +1.1% |
| Q1 2020 | $133,000 | -30.0% | 507 | 0.0% | 0.09% | -18.5% |
| Q4 2019 | $190,000 | +15.9% | 507 | +9.0% | 0.11% | +9.1% |
| Q3 2019 | $164,000 | +78.3% | 465 | +78.8% | 0.10% | +76.8% |
| Q2 2019 | $92,000 | +2.2% | 260 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $90,000 | +13.9% | 260 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $79,000 | -12.2% | 260 | 0.0% | 0.06% | -5.0% |
| Q3 2018 | $90,000 | -45.8% | 260 | -44.3% | 0.06% | -50.8% |
| Q2 2018 | $166,000 | +3.8% | 467 | 0.0% | 0.12% | 0.0% |
| Q1 2018 | $160,000 | – | 467 | – | 0.12% | – |
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% |