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 | $438,374 | -5.6% | 960 | -1.0% | 0.03% | 0.0% |
| Q2 2023 | $464,543 | +4.5% | 970 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $444,658 | -3.8% | 970 | -7.1% | 0.03% | -12.1% |
| Q4 2022 | $462,273 | +108926.7% | 1,044 | -1.0% | 0.03% | 0.0% |
| Q3 2022 | $424 | -11.5% | 1,055 | -8.9% | 0.03% | -13.2% |
| Q2 2022 | $479 | -30.2% | 1,158 | -17.2% | 0.04% | -17.4% |
| Q1 2022 | $686 | +60.3% | 1,398 | +69.2% | 0.05% | +39.4% |
| Q4 2021 | $428 | +7.8% | 826 | 0.0% | 0.03% | -15.4% |
| Q3 2021 | $397 | -2.2% | 826 | 0.0% | 0.04% | -18.8% |
| Q2 2021 | $406 | +17.3% | 826 | +13.8% | 0.05% | -11.1% |
| Q1 2021 | $346 | – | 726 | – | 0.05% | – |
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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% |