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 | $9,011,498 | -6.1% | 19,734 | -1.6% | 0.98% | -5.0% |
| Q2 2023 | $9,599,923 | +4.5% | 20,045 | 0.0% | 1.03% | -1.5% |
| Q1 2023 | $9,188,851 | +3.5% | 20,045 | -0.1% | 1.05% | -3.8% |
| Q4 2022 | $8,882,208 | +10.1% | 20,060 | -0.1% | 1.09% | -1.0% |
| Q3 2022 | $8,066,000 | -2.9% | 20,081 | -0.0% | 1.10% | +0.1% |
| Q2 2022 | $8,304,000 | -15.7% | 20,084 | 0.0% | 1.10% | -9.3% |
| Q1 2022 | $9,850,000 | -6.0% | 20,084 | -0.8% | 1.21% | -5.7% |
| Q4 2021 | $10,476,000 | +7.3% | 20,237 | -0.3% | 1.29% | +1.4% |
| Q3 2021 | $9,765,000 | -2.1% | 20,307 | -0.0% | 1.27% | -4.4% |
| Q2 2021 | $9,973,000 | +2.2% | 20,312 | -0.9% | 1.33% | -8.0% |
| Q1 2021 | $9,754,000 | +11.7% | 20,490 | -1.5% | 1.44% | +0.6% |
| Q4 2020 | $8,735,000 | +17.6% | 20,802 | -5.1% | 1.43% | +0.1% |
| Q3 2020 | $7,430,000 | +4.2% | 21,928 | -0.2% | 1.43% | -1.4% |
| Q2 2020 | $7,130,000 | +22.2% | 21,974 | -1.0% | 1.45% | +12.0% |
| Q1 2020 | $5,835,000 | -31.3% | 22,197 | -1.9% | 1.30% | -14.0% |
| Q4 2019 | $8,498,000 | +6.0% | 22,637 | -0.5% | 1.51% | -1.8% |
| Q3 2019 | $8,017,000 | -1.6% | 22,744 | -1.0% | 1.54% | -3.6% |
| Q2 2019 | $8,146,000 | +2.1% | 22,972 | -0.6% | 1.59% | -2.0% |
| Q1 2019 | $7,980,000 | +13.9% | 23,104 | -0.2% | 1.63% | +4.0% |
| Q4 2018 | $7,009,000 | -18.9% | 23,158 | -1.6% | 1.56% | -18.1% |
| Q3 2018 | $8,644,000 | +66.1% | 23,525 | +60.5% | 1.91% | +28.7% |
| Q2 2018 | $5,205,000 | +3.0% | 14,661 | -0.8% | 1.48% | -0.5% |
| Q1 2018 | $5,052,000 | -1.8% | 14,783 | -0.7% | 1.49% | -0.6% |
| Q4 2017 | $5,142,000 | – | 14,888 | – | 1.50% | – |
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% |