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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $331,000 | -12.2% | 640 | -18.5% | 0.05% | -20.0% |
| Q3 2021 | $377,000 | -2.1% | 785 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $385,000 | -32.3% | 785 | -34.3% | 0.07% | -38.3% |
| Q1 2021 | $569,000 | +13.3% | 1,195 | 0.0% | 0.11% | +4.9% |
| Q4 2020 | $502,000 | +24.0% | 1,195 | 0.0% | 0.10% | +7.4% |
| Q3 2020 | $405,000 | +39.7% | 1,195 | +33.5% | 0.10% | +18.8% |
| Q2 2020 | $290,000 | +30.6% | 895 | +5.9% | 0.08% | +3.9% |
| Q1 2020 | $222,000 | -30.0% | 845 | 0.0% | 0.08% | -21.4% |
| Q4 2019 | $317,000 | +6.4% | 845 | 0.0% | 0.10% | -2.0% |
| Q3 2019 | $298,000 | -0.7% | 845 | 0.0% | 0.10% | -5.7% |
| Q2 2019 | $300,000 | +2.7% | 845 | 0.0% | 0.11% | -1.9% |
| Q1 2019 | $292,000 | -7.3% | 845 | -18.8% | 0.11% | -19.4% |
| Q4 2018 | $315,000 | -17.5% | 1,040 | 0.0% | 0.13% | -12.4% |
| Q3 2018 | $382,000 | +3.5% | 1,040 | 0.0% | 0.15% | -35.7% |
| Q2 2018 | $369,000 | +3.9% | 1,040 | 0.0% | 0.24% | -33.7% |
| Q1 2018 | $355,000 | -99.9% | 1,040 | 0.0% | 0.36% | -0.8% |
| Q4 2017 | $359,226,000 | – | 1,040 | – | 0.36% | – |
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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% |