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 | $800,034 | -4.7% | 1,752 | 0.0% | 0.12% | -4.8% |
| Q2 2023 | $839,051 | +4.7% | 1,752 | +0.2% | 0.12% | -0.8% |
| Q1 2023 | $801,301 | +3.5% | 1,748 | 0.0% | 0.13% | -34.7% |
| Q4 2022 | $773,997 | +19.3% | 1,748 | +8.2% | 0.19% | +16.3% |
| Q3 2022 | $649,000 | -9.5% | 1,615 | +3.2% | 0.17% | +0.6% |
| Q2 2022 | $717,000 | +0.8% | 1,565 | +7.9% | 0.16% | -8.3% |
| Q1 2022 | $711,000 | +96.4% | 1,450 | +107.1% | 0.18% | +80.0% |
| Q4 2021 | $362,000 | +7.4% | 700 | 0.0% | 0.10% | -8.3% |
| Q3 2021 | $337,000 | -2.0% | 700 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $344,000 | +3.3% | 700 | 0.0% | 0.11% | -6.0% |
| Q1 2021 | $333,000 | +13.3% | 700 | 0.0% | 0.12% | +5.5% |
| Q4 2020 | $294,000 | – | 700 | – | 0.11% | – |
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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% |