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 | $947,528 | -4.3% | 2,075 | +0.3% | 0.12% | +13.2% |
Q2 2023 | $990,386 | -0.5% | 2,068 | -4.7% | 0.11% | -7.8% |
Q1 2023 | $995,208 | +3.5% | 2,171 | 0.0% | 0.12% | -1.7% |
Q4 2022 | $961,297 | +10.2% | 2,171 | 0.0% | 0.12% | +4.5% |
Q3 2022 | $872,000 | -12.2% | 2,171 | -9.6% | 0.11% | -2.6% |
Q2 2022 | $993,000 | -24.8% | 2,401 | -10.8% | 0.12% | -4.2% |
Q1 2022 | $1,321,000 | -5.2% | 2,693 | 0.0% | 0.12% | -0.8% |
Q4 2021 | $1,394,000 | +7.6% | 2,693 | 0.0% | 0.12% | -9.0% |
Q3 2021 | $1,295,000 | -20.6% | 2,693 | -19.0% | 0.13% | -34.8% |
Q2 2021 | $1,632,000 | +3.2% | 3,324 | 0.0% | 0.20% | -9.7% |
Q1 2021 | $1,582,000 | +13.3% | 3,324 | 0.0% | 0.23% | +10.2% |
Q4 2020 | $1,396,000 | +24.0% | 3,324 | 0.0% | 0.20% | +11.4% |
Q3 2020 | $1,126,000 | +0.5% | 3,324 | -3.7% | 0.18% | -26.7% |
Q2 2020 | $1,120,000 | +42.5% | 3,451 | +15.5% | 0.25% | +12.1% |
Q1 2020 | $786,000 | -45.2% | 2,989 | -21.8% | 0.22% | -29.3% |
Q4 2019 | $1,435,000 | – | 3,824 | – | 0.32% | – |
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% |