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 | $1,027,897 | -4.8% | 2,251 | -0.1% | 0.20% | -1.5% |
| Q2 2023 | $1,079,463 | +4.5% | 2,254 | 0.0% | 0.20% | -2.9% |
| Q1 2023 | $1,033,256 | -0.5% | 2,254 | -3.9% | 0.21% | -7.1% |
| Q4 2022 | $1,038,343 | +14.7% | 2,345 | +4.0% | 0.22% | -2.6% |
| Q3 2022 | $905,000 | -2.9% | 2,254 | 0.0% | 0.23% | -3.3% |
| Q2 2022 | $932,000 | -19.3% | 2,254 | -4.2% | 0.24% | -10.8% |
| Q1 2022 | $1,155,000 | -21.5% | 2,354 | -17.1% | 0.27% | -20.5% |
| Q4 2021 | $1,471,000 | +9.4% | 2,841 | +1.7% | 0.34% | -6.1% |
| Q3 2021 | $1,344,000 | -2.0% | 2,794 | 0.0% | 0.36% | -2.7% |
| Q2 2021 | $1,372,000 | +35.7% | 2,794 | +31.5% | 0.37% | +21.4% |
| Q1 2021 | $1,011,000 | +25.7% | 2,124 | +11.0% | 0.30% | +16.0% |
| Q4 2020 | $804,000 | +57.0% | 1,914 | +29.4% | 0.26% | +35.8% |
| Q3 2020 | $512,000 | +4.7% | 1,479 | -1.9% | 0.19% | -2.5% |
| Q2 2020 | $489,000 | +38.1% | 1,507 | +25.3% | 0.20% | +26.9% |
| Q1 2020 | $354,000 | -5.6% | 1,203 | +20.3% | 0.16% | +13.9% |
| Q4 2019 | $375,000 | – | 1,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |