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 | $366,118 | -9.0% | 802 | -4.5% | 0.01% | -15.4% |
| Q2 2023 | $402,298 | -33.6% | 840 | -36.5% | 0.01% | -40.9% |
| Q1 2023 | $605,983 | +51.3% | 1,322 | +46.1% | 0.02% | +37.5% |
| Q4 2022 | $400,632 | +25.2% | 905 | +13.7% | 0.02% | +14.3% |
| Q3 2022 | $320,000 | +13.9% | 796 | +17.8% | 0.01% | +16.7% |
| Q2 2022 | $281,000 | +20.6% | 676 | +40.0% | 0.01% | -7.7% |
| Q1 2021 | $233,000 | +9.4% | 483 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $213,000 | -99.5% | 483 | -99.6% | 0.01% | -99.8% |
| Q1 2019 | $44,604,000 | +176.5% | 129,136 | +171.8% | 7.74% | +127.0% |
| Q4 2018 | $16,131,000 | +242.0% | 47,509 | +270.2% | 3.41% | +197.2% |
| Q3 2018 | $4,716,000 | +12.0% | 12,833 | +8.2% | 1.15% | +2.3% |
| Q2 2018 | $4,209,000 | – | 11,857 | – | 1.12% | – |
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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% |