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 | $225,580 | -12.8% | 494 | -8.5% | 0.16% | -9.6% |
| Q2 2023 | $258,611 | +4.5% | 540 | 0.0% | 0.18% | -0.6% |
| Q1 2023 | $247,541 | +3.5% | 540 | 0.0% | 0.18% | -4.8% |
| Q4 2022 | $239,107 | +6.7% | 540 | -0.6% | 0.19% | -1.6% |
| Q3 2022 | $224,000 | -11.8% | 543 | -11.6% | 0.19% | -14.0% |
| Q2 2022 | $254,000 | -15.6% | 614 | 0.0% | 0.22% | -2.6% |
| Q1 2022 | $301,000 | -5.6% | 614 | -0.5% | 0.23% | -7.7% |
| Q4 2021 | $319,000 | +0.3% | 617 | -6.7% | 0.25% | -8.5% |
| Q3 2021 | $318,000 | -4.8% | 661 | -2.8% | 0.27% | -5.6% |
| Q2 2021 | $334,000 | +3.1% | 680 | 0.0% | 0.29% | -6.2% |
| Q1 2021 | $324,000 | +13.3% | 680 | 0.0% | 0.30% | +8.5% |
| Q4 2020 | $286,000 | – | 680 | – | 0.28% | – |
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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% |