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 | $303,666 | -4.6% | 665 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $318,475 | +4.5% | 665 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $304,843 | -26.3% | 665 | -28.8% | 0.05% | -32.9% |
| Q4 2022 | $413,566 | -40.5% | 934 | -46.0% | 0.07% | -46.7% |
| Q3 2022 | $695,000 | -44.0% | 1,731 | -42.3% | 0.14% | -42.4% |
| Q2 2022 | $1,240,000 | +280.4% | 2,998 | +350.8% | 0.24% | +255.2% |
| Q1 2022 | $326,000 | -5.2% | 665 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $344,000 | +7.5% | 665 | 0.0% | 0.07% | -4.2% |
| Q3 2021 | $320,000 | -2.1% | 665 | 0.0% | 0.07% | -6.5% |
| Q2 2021 | $327,000 | – | 665 | – | 0.08% | – |
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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% |