SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881,382 | -3.5% | 1,930 | +1.2% | 0.07% | -19.0% |
| Q2 2023 | $913,192 | -12.1% | 1,907 | -15.8% | 0.08% | +27.3% |
| Q1 2023 | $1,038,601 | +19.1% | 2,266 | +15.1% | 0.07% | -24.1% |
| Q4 2022 | $871,920 | +15.5% | 1,969 | +4.7% | 0.09% | +200.0% |
| Q3 2022 | $755,000 | -3.6% | 1,881 | -0.6% | 0.03% | -73.1% |
| Q2 2022 | $783,000 | -18.4% | 1,892 | -3.2% | 0.11% | +4.9% |
| Q1 2022 | $959,000 | -0.7% | 1,955 | +4.8% | 0.10% | +3.0% |
| Q4 2021 | $966,000 | +295.9% | 1,865 | +288.5% | 0.10% | +222.6% |
| Q3 2021 | $244,000 | +3.4% | 480 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $236,000 | +11.8% | 480 | +7.9% | 0.03% | -8.3% |
| Q1 2021 | $211,000 | +46.5% | 445 | -6.5% | 0.04% | -41.9% |
| Q4 2018 | $144,000 | +350.0% | 476 | +401.1% | 0.06% | +313.3% |
| Q1 2018 | $32,000 | -3.0% | 95 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $33,000 | – | 95 | – | 0.02% | – |
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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% |