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 | $235,116 | -11.5% | 515 | -7.2% | 0.09% | -3.2% |
| Q2 2023 | $265,612 | +4.5% | 555 | +0.2% | 0.09% | -1.1% |
| Q1 2023 | $254,137 | -21.1% | 554 | -15.5% | 0.10% | -30.7% |
| Q1 2022 | $322,000 | -4.2% | 656 | +0.9% | 0.14% | -16.0% |
| Q4 2021 | $336,000 | +7.3% | 650 | 0.0% | 0.16% | +5.2% |
| Q3 2021 | $313,000 | -1.9% | 650 | 0.0% | 0.16% | -17.6% |
| Q2 2021 | $319,000 | +1.6% | 650 | -1.5% | 0.19% | -4.6% |
| Q1 2021 | $314,000 | +13.4% | 660 | 0.0% | 0.20% | +1.5% |
| Q4 2020 | $277,000 | +23.7% | 660 | 0.0% | 0.19% | +10.2% |
| Q3 2020 | $224,000 | +4.7% | 660 | 0.0% | 0.18% | -4.9% |
| Q2 2020 | $214,000 | +0.5% | 660 | -18.5% | 0.18% | -14.4% |
| Q1 2020 | $213,000 | -29.9% | 810 | 0.0% | 0.22% | -28.2% |
| Q4 2019 | $304,000 | +6.3% | 810 | 0.0% | 0.30% | -3.2% |
| Q3 2019 | $286,000 | -0.3% | 810 | 0.0% | 0.31% | -0.3% |
| Q2 2019 | $287,000 | – | 810 | – | 0.31% | – |
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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% |