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 | $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 | 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% |