SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,776,939 | -4.6% | 16,973 | 0.0% | 7.93% | -0.7% |
| Q2 2023 | $8,154,225 | +4.5% | 16,973 | 0.0% | 7.98% | -3.8% |
| Q1 2023 | $7,800,833 | +2.9% | 16,973 | -0.5% | 8.30% | -0.5% |
| Q4 2022 | $7,579,301 | +9.5% | 17,053 | -0.6% | 8.34% | +2.5% |
| Q3 2022 | $6,921,000 | -2.9% | 17,153 | -0.1% | 8.13% | +0.8% |
| Q2 2022 | $7,125,000 | -15.6% | 17,173 | 0.0% | 8.07% | +5.9% |
| Q1 2022 | $8,442,000 | -4.8% | 17,173 | +0.6% | 7.62% | +1.9% |
| Q4 2021 | $8,864,000 | +5.4% | 17,073 | -2.1% | 7.47% | -3.9% |
| Q3 2021 | $8,413,000 | -2.1% | 17,448 | 0.0% | 7.78% | -2.0% |
| Q2 2021 | $8,590,000 | +3.2% | 17,448 | 0.0% | 7.94% | -1.8% |
| Q1 2021 | $8,321,000 | +18.2% | 17,448 | +4.4% | 8.08% | +9.3% |
| Q4 2020 | $7,041,000 | +16.5% | 16,709 | -6.0% | 7.40% | +3.9% |
| Q3 2020 | $6,042,000 | +4.1% | 17,778 | -0.2% | 7.12% | -4.0% |
| Q2 2020 | $5,803,000 | +24.9% | 17,822 | +1.3% | 7.41% | +5.8% |
| Q1 2020 | $4,645,000 | -28.7% | 17,597 | +1.8% | 7.01% | -0.4% |
| Q4 2019 | $6,512,000 | – | 17,282 | – | 7.04% | – |
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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% |