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 | $1,253,020 | -13.5% | 2,744 | -9.3% | 0.25% | -10.1% |
| Q2 2023 | $1,448,702 | +2.9% | 3,025 | -1.5% | 0.28% | +1.5% |
| Q1 2023 | $1,407,319 | +103455.5% | 3,070 | 0.0% | 0.27% | +3.8% |
| Q4 2022 | $1,359 | -99.9% | 3,070 | -2.1% | 0.26% | -6.8% |
| Q3 2022 | $1,260,000 | -2.9% | 3,136 | 0.0% | 0.28% | +12.9% |
| Q2 2022 | $1,297,000 | -16.6% | 3,136 | -1.2% | 0.25% | -2.7% |
| Q1 2022 | $1,556,000 | -5.2% | 3,173 | 0.0% | 0.26% | -5.9% |
| Q4 2021 | $1,642,000 | +3.4% | 3,173 | -3.9% | 0.27% | -13.4% |
| Q3 2021 | $1,588,000 | -3.3% | 3,302 | -1.3% | 0.31% | -10.8% |
| Q2 2021 | $1,643,000 | -1.0% | 3,346 | -4.0% | 0.35% | -7.1% |
| Q1 2021 | $1,660,000 | +11.7% | 3,486 | -1.5% | 0.38% | +6.5% |
| Q4 2020 | $1,486,000 | +23.8% | 3,539 | -0.1% | 0.36% | +12.3% |
| Q3 2020 | $1,200,000 | +3.8% | 3,541 | -0.6% | 0.32% | -3.4% |
| Q2 2020 | $1,156,000 | +14.0% | 3,562 | -7.6% | 0.33% | +13.5% |
| Q1 2020 | $1,014,000 | -33.3% | 3,854 | -4.8% | 0.29% | -12.4% |
| Q4 2019 | $1,520,000 | +6.4% | 4,050 | -0.1% | 0.33% | +4.1% |
| Q3 2019 | $1,429,000 | -1.1% | 4,054 | -0.5% | 0.32% | +1.3% |
| Q2 2019 | $1,445,000 | -14.1% | 4,074 | -13.1% | 0.31% | -5.4% |
| Q1 2019 | $1,683,000 | – | 4,686 | – | 0.33% | – |
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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% |