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 | $647,059 | -4.7% | 1,417 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $678,615 | +4.5% | 1,417 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $649,567 | +3.5% | 1,417 | 0.0% | 0.13% | -5.1% |
| Q4 2022 | $627,433 | +10.3% | 1,417 | 0.0% | 0.14% | +4.6% |
| Q3 2022 | $569,000 | -2.9% | 1,417 | 0.0% | 0.13% | +3.2% |
| Q2 2022 | $586,000 | -17.1% | 1,417 | -1.7% | 0.13% | -3.1% |
| Q1 2022 | $707,000 | -5.9% | 1,442 | -0.6% | 0.13% | +4.8% |
| Q4 2021 | $751,000 | +7.4% | 1,451 | -0.1% | 0.12% | -5.3% |
| Q3 2021 | $699,000 | -2.5% | 1,453 | -0.5% | 0.13% | -3.7% |
| Q2 2021 | $717,000 | +3.2% | 1,460 | 0.0% | 0.14% | -7.5% |
| Q1 2021 | $695,000 | -3.9% | 1,460 | -15.2% | 0.15% | -17.9% |
| Q4 2020 | $723,000 | +23.6% | 1,722 | -0.3% | 0.18% | +2.9% |
| Q3 2020 | $585,000 | +4.5% | 1,727 | 0.0% | 0.17% | -10.3% |
| Q2 2020 | $560,000 | +23.3% | 1,727 | 0.0% | 0.19% | +2.6% |
| Q1 2020 | $454,000 | -32.5% | 1,727 | -3.7% | 0.19% | -5.5% |
| Q4 2019 | $673,000 | +3.9% | 1,793 | -2.4% | 0.20% | -5.7% |
| Q3 2019 | $648,000 | -1.8% | 1,838 | -1.2% | 0.21% | +1.4% |
| Q2 2019 | $660,000 | +2.6% | 1,861 | 0.0% | 0.21% | -0.9% |
| Q1 2019 | $643,000 | +13.6% | 1,861 | -0.4% | 0.21% | -1.4% |
| Q4 2018 | $566,000 | -17.6% | 1,869 | 0.0% | 0.21% | -5.7% |
| Q3 2018 | $687,000 | – | 1,869 | – | 0.23% | – |
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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% |