SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,833,752 | -32.4% | 6,205 | -29.2% | 0.03% | -30.4% |
| Q2 2023 | $4,194,327 | -3.5% | 8,758 | -7.6% | 0.05% | -6.1% |
| Q1 2023 | $4,347,357 | -1.8% | 9,483 | -5.2% | 0.05% | -2.0% |
| Q4 2022 | $4,426,967 | +13.0% | 9,998 | +2.4% | 0.05% | +4.2% |
| Q3 2022 | $3,919,000 | -2.4% | 9,764 | +0.6% | 0.05% | +2.1% |
| Q2 2022 | $4,016,000 | -19.0% | 9,710 | -4.0% | 0.05% | -11.3% |
| Q1 2022 | $4,957,000 | -5.4% | 10,110 | -0.2% | 0.05% | +1.9% |
| Q4 2021 | $5,242,000 | +9.0% | 10,126 | +1.3% | 0.05% | +2.0% |
| Q3 2021 | $4,808,000 | -2.8% | 9,998 | -0.7% | 0.05% | +4.1% |
| Q2 2021 | $4,945,000 | +9.7% | 10,072 | +6.3% | 0.05% | -2.0% |
| Q1 2021 | $4,508,000 | +6.5% | 9,475 | -6.0% | 0.05% | +2.0% |
| Q4 2020 | $4,232,000 | +23.3% | 10,078 | -0.5% | 0.05% | +6.5% |
| Q3 2020 | $3,432,000 | +11.9% | 10,130 | +7.2% | 0.05% | +4.5% |
| Q2 2020 | $3,067,000 | -23.7% | 9,452 | -38.2% | 0.04% | -21.4% |
| Q1 2020 | $4,020,000 | -2.0% | 15,288 | +40.0% | 0.06% | 0.0% |
| Q4 2019 | $4,100,000 | +5.4% | 10,923 | -1.0% | 0.06% | -3.4% |
| Q3 2019 | $3,889,000 | +0.9% | 11,033 | +1.5% | 0.06% | 0.0% |
| Q2 2019 | $3,856,000 | +2.7% | 10,872 | 0.0% | 0.06% | -4.9% |
| Q1 2019 | $3,756,000 | -17.1% | 10,872 | -27.4% | 0.06% | -25.6% |
| Q4 2018 | $4,531,000 | -20.4% | 14,969 | -3.4% | 0.08% | -8.9% |
| Q3 2018 | $5,694,000 | +3.3% | 15,503 | -0.1% | 0.09% | -2.2% |
| Q2 2018 | $5,510,000 | +3.9% | 15,516 | 0.0% | 0.09% | +2.2% |
| Q1 2018 | $5,303,000 | +26.3% | 15,516 | +27.6% | 0.09% | +23.3% |
| Q4 2017 | $4,199,000 | +15.1% | 12,158 | +8.7% | 0.07% | +5.8% |
| Q3 2017 | $3,649,000 | -3.1% | 11,180 | -5.7% | 0.07% | -9.2% |
| Q2 2017 | $3,766,000 | +4.7% | 11,859 | +3.0% | 0.08% | +1.3% |
| Q1 2017 | $3,598,000 | -1.0% | 11,513 | -4.4% | 0.08% | -8.5% |
| Q4 2016 | $3,633,000 | +8.2% | 12,047 | +1.3% | 0.08% | +3.8% |
| Q3 2016 | $3,359,000 | +3.7% | 11,897 | 0.0% | 0.08% | +5.3% |
| Q2 2016 | $3,238,000 | +3.6% | 11,897 | 0.0% | 0.08% | -1.3% |
| Q1 2016 | $3,126,000 | -5.3% | 11,897 | -8.5% | 0.08% | -7.3% |
| Q4 2015 | $3,301,000 | +8.8% | 12,997 | +6.6% | 0.08% | +2.5% |
| Q3 2015 | $3,035,000 | -7.5% | 12,197 | +1.5% | 0.08% | -4.8% |
| Q2 2015 | $3,282,000 | -1.1% | 12,011 | +0.4% | 0.08% | -2.3% |
| Q1 2015 | $3,318,000 | +5.1% | 11,963 | 0.0% | 0.09% | +3.6% |
| Q4 2014 | $3,157,000 | +2.4% | 11,963 | -3.2% | 0.08% | -3.5% |
| Q3 2014 | $3,082,000 | -4.3% | 12,363 | 0.0% | 0.09% | -5.5% |
| Q2 2014 | $3,221,000 | +4.0% | 12,363 | 0.0% | 0.09% | 0.0% |
| Q1 2014 | $3,098,000 | -4.5% | 12,363 | -6.9% | 0.09% | -3.2% |
| Q4 2013 | $3,243,000 | +7.9% | 13,278 | 0.0% | 0.09% | 0.0% |
| Q3 2013 | $3,005,000 | +7.7% | 13,278 | 0.0% | 0.09% | +10.6% |
| Q2 2013 | $2,790,000 | – | 13,278 | – | 0.08% | – |
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% |