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 | $510,067 | -16.7% | 1,117 | -10.6% | 0.23% | -12.6% |
| Q2 2023 | $612,197 | +7.4% | 1,249 | 0.0% | 0.26% | -3.7% |
| Q1 2023 | $569,881 | +3.0% | 1,249 | 0.0% | 0.27% | -7.8% |
| Q4 2022 | $553,045 | +10.2% | 1,249 | 0.0% | 0.29% | +14.8% |
| Q3 2022 | $502,000 | -2.7% | 1,249 | 0.0% | 0.26% | +2.4% |
| Q2 2022 | $516,000 | -15.8% | 1,249 | 0.0% | 0.25% | +12.6% |
| Q1 2022 | $613,000 | -5.3% | 1,249 | 0.0% | 0.22% | -0.9% |
| Q4 2021 | $647,000 | +6.6% | 1,249 | 0.0% | 0.22% | -5.5% |
| Q3 2021 | $607,000 | -0.5% | 1,249 | 0.0% | 0.24% | +6.8% |
| Q2 2021 | $610,000 | +0.5% | 1,249 | 0.0% | 0.22% | -7.9% |
| Q1 2021 | $607,000 | -4.6% | 1,249 | -17.6% | 0.24% | -13.9% |
| Q4 2020 | $636,000 | +15.6% | 1,515 | 0.0% | 0.28% | +9.4% |
| Q3 2020 | $550,000 | +10.9% | 1,515 | 0.0% | 0.26% | -2.7% |
| Q2 2020 | $496,000 | +19.2% | 1,515 | 0.0% | 0.26% | -4.4% |
| Q1 2020 | $416,000 | -27.9% | 1,515 | 0.0% | 0.28% | -16.4% |
| Q4 2019 | $577,000 | – | 1,515 | – | 0.33% | – |
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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% |