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 | $287,227 | -4.6% | 629 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $301,234 | +6.2% | 629 | +1.6% | 0.08% | -3.6% |
| Q1 2023 | $283,756 | +3.0% | 619 | -0.5% | 0.08% | -6.7% |
| Q4 2022 | $275,415 | -0.6% | 622 | -9.7% | 0.09% | -10.0% |
| Q3 2022 | $277,000 | -2.8% | 689 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $285,000 | -14.7% | 689 | +1.2% | 0.10% | -2.0% |
| Q1 2022 | $334,000 | -5.1% | 681 | +0.1% | 0.10% | -4.8% |
| Q4 2021 | $352,000 | +7.6% | 680 | 0.0% | 0.10% | -5.4% |
| Q3 2021 | $327,000 | +3.2% | 680 | +5.4% | 0.11% | +0.9% |
| Q2 2021 | $317,000 | +3.3% | 645 | 0.0% | 0.11% | -7.6% |
| Q1 2021 | $307,000 | -6.1% | 645 | -17.2% | 0.12% | -13.1% |
| Q4 2020 | $327,000 | +25.3% | 779 | +1.3% | 0.14% | +9.6% |
| Q3 2020 | $261,000 | +4.8% | 769 | +0.1% | 0.12% | -4.6% |
| Q2 2020 | $249,000 | +23.3% | 768 | 0.0% | 0.13% | +1.6% |
| Q1 2020 | $202,000 | -32.4% | 768 | -3.5% | 0.13% | -20.9% |
| Q4 2019 | $299,000 | +16.8% | 796 | +9.6% | 0.16% | +5.2% |
| Q3 2019 | $256,000 | -18.2% | 726 | -17.8% | 0.16% | -17.6% |
| Q2 2019 | $313,000 | +2.6% | 883 | 0.0% | 0.19% | -5.5% |
| Q1 2019 | $305,000 | +13.8% | 883 | -0.3% | 0.20% | +3.1% |
| Q4 2018 | $268,000 | – | 886 | – | 0.19% | – |
Download | ||||||
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% |