SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,084,589 | -7.0% | 8,945 | -2.5% | 3.80% | +72.2% |
| Q2 2023 | $4,392,500 | +10.5% | 9,172 | +2.2% | 2.20% | -44.4% |
| Q4 2022 | $3,973,542 | -43.4% | 8,974 | -47.9% | 3.96% | +9.0% |
| Q3 2022 | $7,024,000 | +95.2% | 17,236 | +98.0% | 3.64% | -2.1% |
| Q2 2022 | $3,598,000 | -13.5% | 8,707 | +2.7% | 3.72% | +19.2% |
| Q1 2022 | $4,159,000 | +1.7% | 8,480 | +7.5% | 3.12% | +2.9% |
| Q4 2021 | $4,090,000 | +14.8% | 7,891 | +6.5% | 3.03% | +10.2% |
| Q3 2021 | $3,563,000 | -0.9% | 7,410 | +1.2% | 2.75% | -3.4% |
| Q2 2021 | $3,597,000 | +6.6% | 7,325 | +3.4% | 2.85% | +1.3% |
| Q1 2021 | $3,373,000 | +18.5% | 7,085 | +4.5% | 2.81% | +14.6% |
| Q4 2020 | $2,847,000 | – | 6,780 | – | 2.45% | – |
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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% |