SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,961 | +9.5% | 589 | +14.8% | 0.02% | +10.0% |
| Q2 2023 | $245,681 | -5.8% | 513 | -9.8% | 0.02% | -9.1% |
| Q1 2023 | $260,835 | +103406.0% | 569 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $252 | -99.9% | 569 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $229,000 | -2.6% | 569 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $235,000 | -15.8% | 569 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $279,000 | -5.4% | 569 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $295,000 | +8.1% | 569 | +0.4% | 0.02% | -14.3% |
| Q3 2021 | $273,000 | -1.8% | 567 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $278,000 | +30.5% | 567 | +26.8% | 0.03% | +27.3% |
| Q1 2021 | $213,000 | – | 447 | – | 0.02% | – |
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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% |