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 | $15,779,167 | -2.3% | 34,555 | +2.5% | 5.61% | -2.1% |
| Q2 2023 | $16,145,759 | +9.0% | 33,714 | +4.4% | 5.73% | -1.8% |
| Q1 2023 | $14,807,244 | +5.1% | 32,301 | +1.5% | 5.83% | -5.3% |
| Q4 2022 | $14,085,500 | +13.3% | 31,811 | +2.7% | 6.15% | -2.3% |
| Q3 2022 | $12,437,000 | +0.3% | 30,964 | +3.3% | 6.30% | +0.4% |
| Q2 2022 | $12,396,000 | -13.5% | 29,978 | +2.6% | 6.27% | -1.0% |
| Q1 2022 | $14,334,000 | -1.3% | 29,226 | +4.1% | 6.33% | +2.9% |
| Q4 2021 | $14,529,000 | +9.0% | 28,065 | +1.2% | 6.16% | +0.7% |
| Q3 2021 | $13,330,000 | -0.6% | 27,720 | +1.5% | 6.11% | -4.4% |
| Q2 2021 | $13,414,000 | +3.6% | 27,320 | +0.5% | 6.39% | -9.8% |
| Q1 2021 | $12,947,000 | +13.3% | 27,196 | -0.0% | 7.08% | +0.1% |
| Q4 2020 | $11,425,000 | +24.9% | 27,209 | +0.8% | 7.08% | +9.4% |
| Q3 2020 | $9,149,000 | +3.1% | 26,995 | -1.3% | 6.47% | -7.7% |
| Q2 2020 | $8,874,000 | +50.0% | 27,347 | +21.5% | 7.01% | +19.9% |
| Q1 2020 | $5,917,000 | -41.5% | 22,510 | -16.4% | 5.85% | -29.9% |
| Q4 2019 | $10,106,000 | +12.7% | 26,921 | +5.9% | 8.34% | -0.0% |
| Q3 2019 | $8,964,000 | – | 25,431 | – | 8.35% | – |
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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% |