SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,003,459 | +92.2% | 3,948 | +73.0% | 1.50% | +64.0% |
| Q3 2023 | $1,042,211 | +19.5% | 2,282 | +25.3% | 0.92% | +28.8% |
| Q2 2023 | $872,217 | +5.2% | 1,821 | -1.1% | 0.71% | -6.3% |
| Q1 2023 | $829,407 | +23.4% | 1,841 | +21.3% | 0.76% | +12.9% |
| Q4 2022 | $672,091 | -53.9% | 1,518 | -58.1% | 0.67% | -58.2% |
| Q3 2022 | $1,457,000 | -19.6% | 3,626 | -17.3% | 1.61% | -13.2% |
| Q2 2022 | $1,813,000 | -14.1% | 4,384 | +1.9% | 1.86% | +8.2% |
| Q1 2022 | $2,111,000 | -7.8% | 4,304 | -2.7% | 1.72% | +8.5% |
| Q4 2021 | $2,289,000 | +8.6% | 4,422 | +9.1% | 1.58% | +3.0% |
| Q3 2021 | $2,107,000 | +14.6% | 4,053 | +7.6% | 1.54% | +6.4% |
| Q2 2021 | $1,839,000 | +8.6% | 3,768 | +6.0% | 1.44% | -7.2% |
| Q1 2021 | $1,693,000 | +17.2% | 3,556 | +3.3% | 1.55% | +7.8% |
| Q4 2020 | $1,445,000 | – | 3,442 | – | 1.44% | – |
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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% |