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 | $1,790,483 | -15.0% | 3,921 | -10.8% | 1.66% | -9.9% |
| Q2 2023 | $2,105,291 | +4.1% | 4,396 | -2.3% | 1.84% | -14.6% |
| Q1 2023 | $2,022,088 | -0.3% | 4,501 | -1.8% | 2.16% | +16.3% |
| Q4 2022 | $2,028,864 | +6.1% | 4,582 | -3.8% | 1.85% | +3.7% |
| Q3 2022 | $1,913,000 | -4.5% | 4,762 | -1.8% | 1.79% | +1.8% |
| Q2 2022 | $2,004,000 | -17.4% | 4,847 | -2.0% | 1.76% | -0.3% |
| Q1 2022 | $2,426,000 | -5.3% | 4,947 | 0.0% | 1.76% | +2.1% |
| Q4 2021 | $2,561,000 | +7.6% | 4,947 | -0.0% | 1.72% | +2.3% |
| Q3 2021 | $2,380,000 | -7.3% | 4,949 | -5.4% | 1.69% | -6.8% |
| Q2 2021 | $2,568,000 | +1.9% | 5,231 | -1.1% | 1.81% | -5.9% |
| Q1 2021 | $2,519,000 | +13.0% | 5,291 | -0.4% | 1.92% | +7.3% |
| Q4 2020 | $2,230,000 | +23.6% | 5,310 | -0.2% | 1.79% | +10.6% |
| Q3 2020 | $1,804,000 | +1.7% | 5,323 | -2.6% | 1.62% | -3.3% |
| Q2 2020 | $1,774,000 | +22.4% | 5,466 | -0.8% | 1.68% | +6.6% |
| Q1 2020 | $1,449,000 | -21.0% | 5,511 | +12.7% | 1.57% | -11.2% |
| Q4 2019 | $1,835,000 | – | 4,888 | – | 1.77% | – |
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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% |