SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,698,529 | -4.0% | 8,099 | +0.7% | 1.74% | -2.6% |
| Q2 2023 | $3,851,229 | +0.9% | 8,042 | -3.5% | 1.78% | -9.0% |
| Q1 2023 | $3,818,412 | +0.2% | 8,330 | -3.2% | 1.96% | -5.4% |
| Q4 2022 | $3,811,124 | +4.2% | 8,607 | -5.4% | 2.07% | -3.6% |
| Q3 2022 | $3,656,000 | +2.3% | 9,103 | +5.3% | 2.15% | +17.4% |
| Q2 2022 | $3,575,000 | +19.6% | 8,646 | +41.8% | 1.83% | +44.3% |
| Q1 2022 | $2,990,000 | -11.4% | 6,096 | -6.5% | 1.27% | -9.9% |
| Q4 2021 | $3,374,000 | +9.1% | 6,517 | +1.4% | 1.41% | -4.1% |
| Q3 2021 | $3,092,000 | 0.0% | 6,429 | +2.1% | 1.47% | -0.4% |
| Q2 2021 | $3,092,000 | +5.6% | 6,298 | +2.4% | 1.48% | -7.6% |
| Q1 2021 | $2,927,000 | +16.4% | 6,149 | +2.7% | 1.60% | +15.5% |
| Q4 2020 | $2,514,000 | +24.3% | 5,988 | +0.3% | 1.38% | +6.1% |
| Q3 2020 | $2,023,000 | +3.5% | 5,972 | -0.8% | 1.30% | -9.3% |
| Q2 2020 | $1,954,000 | +16.5% | 6,022 | -5.6% | 1.44% | -14.9% |
| Q1 2020 | $1,677,000 | -31.3% | 6,381 | -1.9% | 1.69% | -16.5% |
| Q4 2019 | $2,442,000 | +5.9% | 6,505 | -0.6% | 2.02% | -10.7% |
| Q3 2019 | $2,307,000 | -4.1% | 6,545 | -3.5% | 2.26% | -3.6% |
| Q2 2019 | $2,406,000 | -6.0% | 6,785 | -8.5% | 2.35% | -12.2% |
| Q1 2019 | $2,560,000 | +8.7% | 7,412 | -4.8% | 2.67% | -8.5% |
| Q4 2018 | $2,356,000 | – | 7,784 | – | 2.92% | – |
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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% |