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 | $386,774 | -4.7% | 847 | 0.0% | 0.22% | -6.8% |
| Q2 2023 | $405,637 | +4.5% | 847 | 0.0% | 0.24% | -5.6% |
| Q1 2023 | $388,273 | +3.5% | 847 | 0.0% | 0.25% | +1.2% |
| Q4 2022 | $375,043 | +10.3% | 847 | 0.0% | 0.25% | -3.1% |
| Q3 2022 | $340,000 | -2.9% | 847 | 0.0% | 0.25% | +0.4% |
| Q2 2022 | $350,000 | -15.9% | 847 | 0.0% | 0.25% | -3.1% |
| Q1 2022 | $416,000 | -5.0% | 847 | 0.0% | 0.26% | -1.9% |
| Q4 2021 | $438,000 | +6.8% | 847 | 0.0% | 0.27% | -1.1% |
| Q3 2021 | $410,000 | -1.4% | 847 | 0.0% | 0.27% | -1.8% |
| Q2 2021 | $416,000 | +3.2% | 847 | 0.0% | 0.27% | -7.4% |
| Q1 2021 | $403,000 | +13.2% | 847 | 0.0% | 0.30% | +12.1% |
| Q4 2020 | $356,000 | +24.0% | 847 | 0.0% | 0.26% | +10.9% |
| Q3 2020 | $287,000 | +4.7% | 847 | 0.0% | 0.24% | -3.3% |
| Q2 2020 | $274,000 | +22.9% | 847 | 0.0% | 0.25% | +18.8% |
| Q1 2020 | $223,000 | -27.4% | 847 | +3.5% | 0.21% | -27.1% |
| Q4 2019 | $307,000 | – | 818 | – | 0.28% | – |
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% |