SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,712,940 | -3.6% | 8,131 | +1.1% | 3.17% | +0.6% |
| Q2 2023 | $3,851,394 | +4.5% | 8,042 | -0.0% | 3.15% | -5.8% |
| Q1 2023 | $3,686,992 | +2.8% | 8,043 | -0.7% | 3.34% | -1.7% |
| Q4 2022 | $3,585,271 | +11.3% | 8,097 | +1.0% | 3.40% | -2.0% |
| Q3 2022 | $3,220,000 | -1.6% | 8,016 | +1.3% | 3.47% | +2.5% |
| Q2 2022 | $3,271,000 | -21.9% | 7,911 | -7.3% | 3.39% | -0.9% |
| Q1 2022 | $4,186,000 | -7.0% | 8,536 | -1.8% | 3.42% | +17.9% |
| Q4 2021 | $4,499,000 | +9.0% | 8,691 | +1.2% | 2.90% | -6.0% |
| Q3 2021 | $4,128,000 | +4.3% | 8,585 | +6.5% | 3.08% | +3.2% |
| Q2 2021 | $3,957,000 | +6.2% | 8,059 | +3.0% | 2.99% | -7.6% |
| Q1 2021 | $3,726,000 | – | 7,826 | – | 3.23% | – |
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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% |