SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318,170 | -9.6% | 2,887 | -5.2% | 0.33% | -4.1% |
| Q2 2023 | $1,457,978 | -8.2% | 3,044 | -12.2% | 0.34% | -12.5% |
| Q1 2023 | $1,588,319 | +3.6% | 3,465 | +0.1% | 0.39% | -5.3% |
| Q4 2022 | $1,533,037 | +10.4% | 3,462 | +0.1% | 0.41% | -1.2% |
| Q3 2022 | $1,389,000 | -2.8% | 3,459 | +0.1% | 0.42% | -0.7% |
| Q2 2022 | $1,429,000 | -18.0% | 3,456 | -2.7% | 0.42% | -0.9% |
| Q1 2022 | $1,742,000 | -5.1% | 3,552 | +0.1% | 0.42% | -4.5% |
| Q4 2021 | $1,836,000 | +6.0% | 3,550 | -1.4% | 0.44% | +0.2% |
| Q3 2021 | $1,732,000 | -3.8% | 3,602 | -1.8% | 0.44% | -4.1% |
| Q2 2021 | $1,801,000 | -5.6% | 3,668 | -8.5% | 0.46% | -13.3% |
| Q1 2021 | $1,908,000 | +3.6% | 4,009 | 0.0% | 0.53% | +6.6% |
| Q4 2020 | $1,841,000 | – | 4,009 | – | 0.50% | – |
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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% |