SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,627,845 | -3.7% | 23,242 | +0.9% | 0.04% | +192.9% |
| Q2 2023 | $11,040,761 | +19.5% | 23,024 | +14.4% | 0.01% | -92.4% |
| Q1 2023 | $9,236,197 | +236.5% | 20,131 | +2.4% | 0.18% | +428.6% |
| Q4 2022 | $2,744,381 | -64.4% | 19,659 | +2.6% | 0.04% | -64.3% |
| Q3 2022 | $7,715,000 | -1.3% | 19,156 | +1.4% | 0.10% | +2.1% |
| Q2 2022 | $7,819,000 | +208.6% | 18,889 | +267.3% | 0.10% | +269.2% |
| Q1 2022 | $2,534,000 | -1.2% | 5,142 | +4.1% | 0.03% | +4.0% |
| Q4 2021 | $2,565,000 | -4.3% | 4,938 | -11.1% | 0.02% | -30.6% |
| Q3 2021 | $2,679,000 | +16.0% | 5,556 | +18.5% | 0.04% | +9.1% |
| Q2 2021 | $2,309,000 | +17.2% | 4,689 | +13.5% | 0.03% | +6.5% |
| Q1 2021 | $1,970,000 | +16.0% | 4,131 | +2.5% | 0.03% | +10.7% |
| Q4 2020 | $1,698,000 | +112.8% | 4,031 | +71.8% | 0.03% | +86.7% |
| Q3 2020 | $798,000 | +4.2% | 2,346 | 0.0% | 0.02% | -11.8% |
| Q2 2020 | $766,000 | -44.7% | 2,346 | -55.3% | 0.02% | -59.5% |
| Q1 2020 | $1,386,000 | +7.8% | 5,252 | +54.5% | 0.04% | +20.0% |
| Q4 2019 | $1,286,000 | +106.1% | 3,400 | +92.7% | 0.04% | +84.2% |
| Q3 2019 | $624,000 | +50.4% | 1,764 | +51.2% | 0.02% | +46.2% |
| Q2 2019 | $415,000 | -30.3% | 1,167 | -31.9% | 0.01% | -43.5% |
| Q1 2019 | $595,000 | -51.9% | 1,713 | -57.9% | 0.02% | -68.9% |
| Q4 2018 | $1,238,000 | – | 4,073 | – | 0.07% | – |
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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% |