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 | $1,763,026 | -1.6% | 3,861 | +3.2% | 0.73% | +1.7% |
| Q2 2023 | $1,791,092 | +8.2% | 3,740 | +3.6% | 0.72% | +8.6% |
| Q1 2023 | $1,654,645 | +3.5% | 3,610 | +0.0% | 0.66% | -1.3% |
| Q4 2022 | $1,598,029 | +10.9% | 3,609 | +3.6% | 0.67% | +8.6% |
| Q3 2022 | $1,441,000 | 0.0% | 3,484 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $1,441,000 | -15.7% | 3,484 | 0.0% | 0.62% | -3.8% |
| Q1 2022 | $1,709,000 | -5.3% | 3,484 | 0.0% | 0.64% | -5.1% |
| Q4 2021 | $1,804,000 | +8.3% | 3,484 | +0.6% | 0.67% | +8.2% |
| Q3 2021 | $1,666,000 | -0.6% | 3,464 | +1.5% | 0.62% | +2.0% |
| Q2 2021 | $1,676,000 | +3.1% | 3,414 | 0.0% | 0.61% | -7.9% |
| Q1 2021 | $1,625,000 | +13.3% | 3,414 | 0.0% | 0.66% | +5.4% |
| Q4 2020 | $1,434,000 | +22.1% | 3,414 | -1.4% | 0.63% | +4.3% |
| Q3 2020 | $1,174,000 | -1.9% | 3,464 | -6.1% | 0.60% | -11.2% |
| Q2 2020 | $1,197,000 | -2.7% | 3,689 | -21.1% | 0.68% | -20.6% |
| Q1 2020 | $1,230,000 | -38.7% | 4,677 | -12.5% | 0.85% | -34.3% |
| Q4 2019 | $2,007,000 | +6.1% | 5,347 | -0.4% | 1.30% | -4.6% |
| Q3 2019 | $1,892,000 | +15.9% | 5,367 | -0.5% | 1.36% | -8.6% |
| Q2 2019 | $1,632,000 | -13.0% | 5,392 | +0.9% | 1.49% | +24.9% |
| Q1 2019 | $1,876,000 | +15.0% | 5,343 | -0.9% | 1.19% | -3.9% |
| Q4 2018 | $1,632,000 | – | 5,392 | – | 1.24% | – |
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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% |