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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,086,840 | -2.1% | 15,520 | +2.7% | 0.96% | -2.2% |
| Q2 2023 | $7,235,388 | +5.6% | 15,108 | +1.3% | 0.98% | -17.4% |
| Q1 2023 | $6,851,993 | +2.9% | 14,911 | -0.8% | 1.18% | -37.5% |
| Q4 2022 | $6,658,410 | +4.6% | 15,037 | -5.1% | 1.89% | +1.2% |
| Q3 2022 | $6,364,000 | -4.6% | 15,843 | -1.5% | 1.87% | +0.2% |
| Q2 2022 | $6,672,000 | -15.0% | 16,088 | +0.6% | 1.87% | +3.6% |
| Q1 2022 | $7,851,000 | +1.6% | 15,996 | +20.8% | 1.80% | +88.9% |
| Q4 2021 | $7,730,000 | +15.8% | 13,246 | -3.5% | 0.95% | -3.4% |
| Q3 2021 | $6,677,000 | +32.7% | 13,731 | +6.3% | 0.99% | +3.5% |
| Q2 2021 | $5,032,000 | -20.2% | 12,918 | +1.7% | 0.96% | -14.9% |
| Q1 2021 | $6,303,000 | +17.8% | 12,698 | +1.2% | 1.12% | +5.3% |
| Q4 2020 | $5,350,000 | +30.8% | 12,552 | +4.0% | 1.07% | +13.9% |
| Q3 2020 | $4,091,000 | +14.5% | 12,072 | +9.8% | 0.94% | -7.0% |
| Q2 2020 | $3,573,000 | -5.5% | 10,999 | +10.1% | 1.01% | -22.7% |
| Q4 2019 | $3,779,000 | -80.9% | 9,990 | -82.4% | 1.30% | -84.4% |
| Q3 2019 | $19,788,000 | +7.2% | 56,749 | +10.2% | 8.34% | +1.9% |
| Q2 2019 | $18,458,000 | +7.2% | 51,496 | +6.1% | 8.19% | -4.9% |
| Q1 2019 | $17,215,000 | +70.6% | 48,517 | +44.6% | 8.61% | -40.3% |
| Q4 2018 | $10,093,000 | +10.8% | 33,544 | +34.9% | 14.43% | +1539.9% |
| Q3 2018 | $9,108,000 | +44.6% | 24,860 | +43.0% | 0.88% | +27.5% |
| Q2 2018 | $6,299,000 | -5.7% | 17,385 | -11.6% | 0.69% | -18.2% |
| Q1 2018 | $6,682,000 | +256.0% | 19,675 | +262.1% | 0.84% | +182.3% |
| Q4 2017 | $1,877,000 | – | 5,434 | – | 0.30% | – |
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% |