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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,751 | -7.5% | 98 | -3.0% | 0.04% | -14.0% |
| Q2 2023 | $48,370 | +4.5% | 101 | 0.0% | 0.04% | -4.4% |
| Q1 2023 | $46,299 | +3.5% | 101 | 0.0% | 0.04% | -11.8% |
| Q4 2022 | $44,722 | +9.1% | 101 | 0.0% | 0.05% | +4.1% |
| Q3 2022 | $41,000 | -2.4% | 101 | 0.0% | 0.05% | +11.4% |
| Q2 2022 | $42,000 | -16.0% | 101 | 0.0% | 0.04% | +4.8% |
| Q1 2022 | $50,000 | +61.3% | 101 | +68.3% | 0.04% | +82.6% |
| Q4 2021 | $31,000 | +6.9% | 60 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $29,000 | 0.0% | 60 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $29,000 | 0.0% | 60 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $29,000 | +16.0% | 60 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $25,000 | +25.0% | 60 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $20,000 | +5.3% | 60 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $19,000 | +18.8% | 60 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $16,000 | -30.4% | 60 | 0.0% | 0.02% | -4.5% |
| Q4 2019 | $23,000 | – | 60 | – | 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% |