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 | $80,825 | +12.5% | 177 | +18.0% | 0.06% | +19.1% |
| Q2 2023 | $71,837 | -21.6% | 150 | -25.0% | 0.05% | -26.6% |
| Q1 2023 | $91,682 | +3.5% | 200 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $88,558 | +10.7% | 200 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $80,000 | -3.6% | 200 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $83,000 | -15.3% | 200 | 0.0% | 0.06% | +3.3% |
| Q1 2022 | $98,000 | -5.8% | 200 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $104,000 | +8.3% | 200 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $96,000 | -2.0% | 200 | 0.0% | 0.06% | -6.0% |
| Q2 2021 | $98,000 | +3.2% | 200 | 0.0% | 0.07% | +28.8% |
| Q1 2021 | $95,000 | +13.1% | 200 | 0.0% | 0.05% | +6.1% |
| Q4 2020 | $84,000 | +23.5% | 200 | 0.0% | 0.05% | +11.4% |
| Q3 2020 | $68,000 | +4.6% | 200 | 0.0% | 0.04% | -2.2% |
| Q2 2020 | $65,000 | +22.6% | 200 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $53,000 | – | 200 | – | 0.04% | – |
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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% |