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 | $472,804 | -7.2% | 1,034 | -2.7% | 0.02% | -4.8% |
| Q2 2023 | $509,451 | +4.6% | 1,063 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $486,850 | +3.6% | 1,063 | +0.1% | 0.02% | -4.2% |
| Q4 2022 | $469,963 | +10.3% | 1,062 | +0.2% | 0.02% | 0.0% |
| Q3 2022 | $426,000 | -2.7% | 1,060 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $438,000 | -8.4% | 1,059 | +10.5% | 0.02% | -14.3% |
| Q1 2022 | $478,000 | -1.2% | 958 | +0.1% | 0.03% | -6.7% |
| Q4 2021 | $484,000 | +5.2% | 957 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $460,000 | +41.5% | 957 | +44.8% | 0.03% | +33.3% |
| Q2 2021 | $325,000 | +3.2% | 661 | 0.0% | 0.02% | -20.0% |
| Q1 2021 | $315,000 | +13.3% | 661 | 0.0% | 0.03% | +3.4% |
| Q4 2020 | $278,000 | +24.1% | 661 | 0.0% | 0.03% | +7.4% |
| Q3 2020 | $224,000 | +4.7% | 661 | 0.0% | 0.03% | -22.9% |
| Q2 2020 | $214,000 | -14.1% | 661 | -0.3% | 0.04% | -36.4% |
| Q4 2019 | $249,000 | +6.4% | 663 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $234,000 | -0.4% | 663 | 0.0% | 0.06% | -5.1% |
| Q2 2019 | $235,000 | +2.6% | 663 | 0.0% | 0.06% | -19.2% |
| Q1 2019 | $229,000 | – | 663 | – | 0.07% | – |
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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% |