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 | $751,105 | -9.6% | 1,737 | +0.1% | 0.19% | +13.3% |
| Q2 2023 | $831,230 | +4.2% | 1,736 | +0.1% | 0.16% | -2.9% |
| Q1 2023 | $797,552 | +2.8% | 1,735 | -0.6% | 0.17% | -3.4% |
| Q4 2022 | $775,702 | +10.2% | 1,745 | 0.0% | 0.18% | -1.1% |
| Q3 2022 | $704,000 | -2.8% | 1,745 | +0.1% | 0.18% | -1.1% |
| Q2 2022 | $724,000 | -15.5% | 1,744 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $857,000 | -5.3% | 1,744 | +0.1% | 0.19% | -4.1% |
| Q4 2021 | $905,000 | +6.3% | 1,743 | -1.2% | 0.20% | -0.5% |
| Q3 2021 | $851,000 | -3.1% | 1,765 | -1.0% | 0.20% | +2.6% |
| Q2 2021 | $878,000 | +3.3% | 1,783 | +0.1% | 0.19% | -6.8% |
| Q1 2021 | $850,000 | +13.2% | 1,782 | 0.0% | 0.21% | +2.5% |
| Q4 2020 | $751,000 | +1111.3% | 1,782 | +879.1% | 0.20% | +861.9% |
| Q3 2020 | $62,000 | +5.1% | 182 | +0.6% | 0.02% | -8.7% |
| Q2 2020 | $59,000 | – | 181 | – | 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% |