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 | $3,380,506 | -4.1% | 7,403 | +0.6% | 2.60% | -1.6% |
| Q2 2023 | $3,524,299 | +8.7% | 7,359 | +4.0% | 2.64% | -6.8% |
| Q1 2023 | $3,242,334 | +3.7% | 7,073 | +0.2% | 2.83% | -10.5% |
| Q4 2022 | $3,125,655 | +10.1% | 7,059 | -0.1% | 3.17% | +11.6% |
| Q3 2022 | $2,838,000 | -0.7% | 7,065 | +2.3% | 2.84% | +11.5% |
| Q2 2022 | $2,857,000 | -17.9% | 6,909 | -2.6% | 2.54% | +1.6% |
| Q1 2022 | $3,479,000 | -8.1% | 7,094 | -3.0% | 2.50% | +8.1% |
| Q4 2021 | $3,787,000 | +8.9% | 7,316 | +1.1% | 2.32% | -2.1% |
| Q3 2021 | $3,478,000 | -1.8% | 7,234 | +0.3% | 2.36% | -5.9% |
| Q2 2021 | $3,542,000 | +3.3% | 7,214 | +0.2% | 2.51% | -5.7% |
| Q1 2021 | $3,429,000 | +15.3% | 7,202 | +1.7% | 2.66% | +7.0% |
| Q4 2020 | $2,974,000 | +21.9% | 7,083 | -1.7% | 2.49% | +8.5% |
| Q3 2020 | $2,440,000 | +5.3% | 7,202 | +0.8% | 2.30% | -4.3% |
| Q2 2020 | $2,318,000 | +16.8% | 7,145 | -5.3% | 2.40% | -14.7% |
| Q1 2020 | $1,984,000 | -27.2% | 7,546 | +3.9% | 2.81% | +6.4% |
| Q4 2019 | $2,727,000 | – | 7,264 | – | 2.64% | – |
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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% |