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 | $568,818 | -10.1% | 1,283 | 0.0% | 0.38% | -5.2% |
| Q2 2023 | $632,998 | +7.6% | 1,283 | 0.0% | 0.40% | -5.9% |
| Q1 2023 | $588,060 | +0.9% | 1,283 | -2.5% | 0.42% | +4.4% |
| Q4 2022 | $582,681 | -0.6% | 1,316 | -9.9% | 0.41% | -7.5% |
| Q3 2022 | $586,000 | -5.6% | 1,460 | -2.8% | 0.44% | -17.8% |
| Q2 2022 | $621,000 | -13.6% | 1,502 | +2.4% | 0.54% | -3.8% |
| Q1 2022 | $719,000 | -1.1% | 1,467 | 0.0% | 0.56% | +2.8% |
| Q4 2021 | $727,000 | +3.4% | 1,467 | +0.4% | 0.54% | -11.0% |
| Q3 2021 | $703,000 | -1.8% | 1,461 | +0.1% | 0.61% | -5.0% |
| Q2 2021 | $716,000 | – | 1,459 | – | 0.64% | – |
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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% |