SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,897 | -5.9% | 650 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $311,292 | +4.5% | 650 | 0.0% | 0.13% | -11.3% |
| Q1 2023 | $297,967 | +3.5% | 650 | 0.0% | 0.15% | -6.8% |
| Q4 2022 | $287,814 | +9.0% | 650 | -0.9% | 0.16% | -9.0% |
| Q3 2022 | $264,000 | -3.3% | 656 | -0.5% | 0.18% | +14.8% |
| Q2 2022 | $273,000 | -15.5% | 659 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $323,000 | -24.2% | 659 | -19.8% | 0.16% | -18.8% |
| Q4 2021 | $426,000 | +1.7% | 822 | 0.0% | 0.19% | -3.5% |
| Q3 2021 | $419,000 | -46.1% | 822 | -48.0% | 0.20% | -51.6% |
| Q2 2021 | $777,000 | +34.9% | 1,581 | +30.7% | 0.41% | +22.1% |
| Q1 2021 | $576,000 | +98.6% | 1,210 | +86.2% | 0.34% | +95.9% |
| Q4 2020 | $290,000 | +20.3% | 650 | 0.0% | 0.17% | +13.2% |
| Q3 2020 | $241,000 | +7.6% | 650 | 0.0% | 0.15% | -1.3% |
| Q2 2020 | $224,000 | -8.2% | 650 | 0.0% | 0.15% | -29.2% |
| Q4 2019 | $244,000 | – | 650 | – | 0.22% | – |
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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% |