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 | $540,205 | -8.5% | 1,183 | -4.1% | 0.15% | -5.5% |
| Q2 2023 | $590,496 | -10.2% | 1,233 | -14.1% | 0.16% | -14.2% |
| Q1 2023 | $657,818 | -6.1% | 1,435 | -9.3% | 0.19% | -14.8% |
| Q4 2022 | $700,469 | +10.3% | 1,582 | 0.0% | 0.22% | +9.3% |
| Q3 2022 | $635,000 | -5.1% | 1,582 | -2.2% | 0.20% | +3.0% |
| Q2 2022 | $669,000 | -15.6% | 1,618 | +0.1% | 0.20% | +26.9% |
| Q1 2022 | $793,000 | -5.3% | 1,617 | 0.0% | 0.16% | -11.4% |
| Q4 2021 | $837,000 | +7.6% | 1,617 | 0.0% | 0.18% | +8.0% |
| Q3 2021 | $778,000 | -1.6% | 1,617 | +0.4% | 0.16% | +0.6% |
| Q2 2021 | $791,000 | +3.1% | 1,611 | -0.1% | 0.16% | -13.4% |
| Q1 2021 | $767,000 | +10.7% | 1,612 | -2.4% | 0.19% | +1.6% |
| Q4 2020 | $693,000 | +26.2% | 1,651 | +8.2% | 0.18% | +17.2% |
| Q3 2020 | $549,000 | +8.3% | 1,526 | -2.3% | 0.16% | -10.3% |
| Q2 2020 | $507,000 | -26.4% | 1,562 | -33.4% | 0.18% | -39.9% |
| Q1 2020 | $689,000 | -52.9% | 2,345 | -39.8% | 0.29% | -42.8% |
| Q4 2019 | $1,463,000 | – | 3,897 | – | 0.51% | – |
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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% |