SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,422 | -7.3% | 809 | 0.0% | 0.24% | -5.2% |
| Q2 2023 | $398,570 | +7.5% | 809 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $370,854 | +3.5% | 809 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $358,217 | +10.2% | 809 | 0.0% | 0.25% | +3.7% |
| Q3 2022 | $325,000 | -3.0% | 809 | 0.0% | 0.24% | +2.1% |
| Q2 2022 | $335,000 | -19.5% | 809 | -4.7% | 0.24% | -3.3% |
| Q1 2022 | $416,000 | -5.5% | 849 | 0.0% | 0.24% | +9.9% |
| Q4 2021 | $440,000 | +8.1% | 849 | +0.4% | 0.22% | -3.5% |
| Q3 2021 | $407,000 | -4.9% | 846 | -2.9% | 0.23% | -4.1% |
| Q2 2021 | $428,000 | +3.1% | 871 | 0.0% | 0.24% | -5.5% |
| Q1 2021 | $415,000 | +13.4% | 871 | 0.0% | 0.26% | +7.6% |
| Q4 2020 | $366,000 | +24.1% | 871 | -0.1% | 0.24% | +9.7% |
| Q3 2020 | $295,000 | +4.2% | 872 | 0.0% | 0.22% | -8.5% |
| Q2 2020 | $283,000 | +19.9% | 872 | -2.8% | 0.24% | -0.8% |
| Q1 2020 | $236,000 | -25.8% | 897 | +5.9% | 0.24% | -9.5% |
| Q4 2019 | $318,000 | – | 847 | – | 0.26% | – |
Download | ||||||
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% |