SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,050 | -6.4% | 4,489 | -1.9% | 1.23% | -90.6% |
| Q2 2023 | $2,191 | +50.5% | 4,574 | +44.0% | 13.15% | +1021.2% |
| Q1 2023 | $1,456 | -29.3% | 3,176 | -31.7% | 1.17% | -18.5% |
| Q4 2022 | $2,059 | -99.9% | 4,649 | +25.7% | 1.44% | +9.9% |
| Q3 2022 | $1,485,000 | -32.0% | 3,698 | -30.0% | 1.31% | -14.4% |
| Q2 2022 | $2,185,000 | -15.7% | 5,285 | -0.0% | 1.53% | -14.0% |
| Q1 2022 | $2,593,000 | -6.2% | 5,286 | -1.0% | 1.78% | -3.5% |
| Q4 2021 | $2,763,000 | +7.8% | 5,338 | +0.1% | 1.84% | -97.1% |
| Q3 2021 | $2,564,000 | -3.3% | 5,333 | -1.3% | 64.29% | +2558.9% |
| Q2 2021 | $2,652,000 | +17.7% | 5,401 | +14.1% | 2.42% | +39.3% |
| Q1 2021 | $2,254,000 | -13.1% | 4,735 | -23.3% | 1.74% | -14.7% |
| Q4 2020 | $2,593,000 | – | 6,174 | – | 2.03% | – |
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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% |