SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770,875 | -4.1% | 1,688 | +0.6% | 0.07% | -21.5% |
| Q2 2023 | $803,732 | +4.7% | 1,678 | +0.2% | 0.09% | +2.2% |
| Q1 2023 | $767,769 | +2.6% | 1,675 | -0.8% | 0.09% | -8.1% |
| Q4 2022 | $748,055 | +18.7% | 1,689 | +7.7% | 0.10% | +4.2% |
| Q3 2022 | $630,000 | +10.5% | 1,568 | +13.7% | 0.10% | +11.8% |
| Q2 2022 | $570,000 | -21.3% | 1,379 | -6.6% | 0.08% | -10.5% |
| Q1 2022 | $724,000 | -9.7% | 1,476 | -4.8% | 0.10% | -10.4% |
| Q4 2021 | $802,000 | +9.3% | 1,550 | +1.4% | 0.11% | 0.0% |
| Q3 2021 | $734,000 | -12.9% | 1,528 | -11.0% | 0.11% | +2.9% |
| Q2 2021 | $843,000 | +7.0% | 1,717 | +3.7% | 0.10% | -20.8% |
| Q1 2021 | $788,000 | +26.1% | 1,655 | +11.2% | 0.13% | -0.8% |
| Q4 2020 | $625,000 | -99.9% | 1,488 | -0.3% | 0.13% | -52.0% |
| Q3 2020 | $543,417,000 | +12.5% | 1,492 | +0.4% | 0.27% | +1.9% |
| Q2 2020 | $482,966,000 | +9.7% | 1,486 | -11.3% | 0.27% | -4.6% |
| Q1 2020 | $440,454,000 | -32.6% | 1,675 | -2.0% | 0.28% | -28.1% |
| Q4 2019 | $653,233,000 | – | 1,709 | – | 0.39% | – |
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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% |