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 | $233,683 | -36.4% | 512 | -33.3% | 0.01% | -23.1% |
| Q2 2023 | $367,680 | +4.9% | 768 | +0.5% | 0.01% | -7.1% |
| Q1 2023 | $350,436 | +3.0% | 764 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $340,101 | -16.2% | 768 | -24.1% | 0.01% | -22.2% |
| Q3 2022 | $406,000 | -3.3% | 1,012 | -0.5% | 0.02% | -5.3% |
| Q2 2022 | $420,000 | -10.6% | 1,017 | +6.0% | 0.02% | 0.0% |
| Q1 2022 | $470,000 | +79.4% | 959 | +89.5% | 0.02% | +46.2% |
| Q4 2021 | $262,000 | -3.0% | 506 | -8.0% | 0.01% | -7.1% |
| Q2 2021 | $270,140 | +2.2% | 550 | -0.9% | 0.01% | -6.7% |
| Q1 2021 | $264,205 | +16.0% | 555 | -8.6% | 0.02% | -21.1% |
| Q4 2019 | $227,856 | +6.5% | 607 | 0.0% | 0.02% | -9.5% |
| Q3 2019 | $213,949 | -0.6% | 607 | -99.7% | 0.02% | +5.0% |
| Q2 2019 | $215,340 | +2.7% | 195,000 | +32025.2% | 0.02% | -13.0% |
| Q1 2019 | $209,658 | – | 607 | – | 0.02% | – |
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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% |