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 | $3,064,968 | -42.0% | 6,712 | -39.1% | 0.01% | -39.1% |
| Q2 2023 | $5,281,898 | -31.5% | 11,029 | -34.4% | 0.02% | -36.1% |
| Q1 2023 | $7,709,998 | +2.6% | 16,819 | -0.9% | 0.04% | 0.0% |
| Q4 2022 | $7,517,246 | +49.5% | 16,977 | +35.6% | 0.04% | +38.5% |
| Q3 2022 | $5,028,000 | -8.2% | 12,518 | -5.5% | 0.03% | 0.0% |
| Q2 2022 | $5,478,000 | -13.2% | 13,247 | +2.9% | 0.03% | 0.0% |
| Q1 2022 | $6,311,000 | -5.0% | 12,869 | +0.2% | 0.03% | 0.0% |
| Q4 2021 | $6,646,000 | +0.8% | 12,839 | -6.4% | 0.03% | -10.3% |
| Q3 2021 | $6,594,000 | -8.6% | 13,712 | -6.7% | 0.03% | -9.4% |
| Q2 2021 | $7,214,000 | +6.4% | 14,692 | +3.2% | 0.03% | +3.2% |
| Q1 2021 | $6,778,000 | +9.8% | 14,238 | -3.2% | 0.03% | +3.3% |
| Q4 2020 | $6,175,000 | +28.0% | 14,705 | +3.2% | 0.03% | +11.1% |
| Q3 2020 | $4,826,000 | +5.4% | 14,244 | +0.9% | 0.03% | 0.0% |
| Q2 2020 | $4,579,000 | +18.4% | 14,110 | -4.1% | 0.03% | -3.6% |
| Q1 2020 | $3,868,000 | -26.2% | 14,714 | +5.4% | 0.03% | -3.4% |
| Q4 2019 | $5,240,000 | +6.9% | 13,959 | +0.4% | 0.03% | 0.0% |
| Q3 2019 | $4,903,000 | -3.4% | 13,909 | -2.9% | 0.03% | -6.5% |
| Q2 2019 | $5,078,000 | +12.3% | 14,320 | +9.4% | 0.03% | +6.9% |
| Q1 2019 | $4,522,000 | +17.6% | 13,092 | +3.1% | 0.03% | +3.6% |
| Q4 2018 | $3,844,000 | -17.2% | 12,699 | +0.5% | 0.03% | -6.7% |
| Q3 2018 | $4,642,000 | +13.0% | 12,632 | +9.1% | 0.03% | +7.1% |
| Q2 2018 | $4,109,000 | +6.1% | 11,574 | +2.2% | 0.03% | +7.7% |
| Q1 2018 | $3,871,000 | -0.3% | 11,327 | +0.7% | 0.03% | 0.0% |
| Q4 2017 | $3,884,000 | +3.7% | 11,244 | -2.0% | 0.03% | -3.7% |
| Q3 2017 | $3,744,000 | +1.1% | 11,474 | -1.5% | 0.03% | 0.0% |
| Q2 2017 | $3,702,000 | +1.7% | 11,654 | +0.0% | 0.03% | -3.6% |
| Q1 2017 | $3,639,000 | -2.4% | 11,649 | -5.7% | 0.03% | -6.7% |
| Q4 2016 | $3,729,000 | +2.5% | 12,359 | -4.1% | 0.03% | 0.0% |
| Q3 2016 | $3,637,000 | +5.0% | 12,885 | +1.3% | 0.03% | +3.4% |
| Q2 2016 | $3,463,000 | +4.2% | 12,722 | +0.5% | 0.03% | 0.0% |
| Q1 2016 | $3,324,000 | -1.6% | 12,654 | -4.8% | 0.03% | -3.3% |
| Q4 2015 | $3,378,000 | +10.4% | 13,298 | +8.2% | 0.03% | +7.1% |
| Q3 2015 | $3,059,000 | -1.8% | 12,292 | +7.9% | 0.03% | +3.7% |
| Q2 2015 | $3,114,000 | +10.8% | 11,397 | +12.4% | 0.03% | +12.5% |
| Q1 2015 | $2,811,000 | -7.2% | 10,139 | -11.6% | 0.02% | -7.7% |
| Q4 2014 | $3,029,000 | +3.8% | 11,475 | -1.9% | 0.03% | -3.7% |
| Q3 2014 | $2,918,000 | -0.6% | 11,702 | +3.8% | 0.03% | 0.0% |
| Q2 2014 | $2,937,000 | -1.4% | 11,273 | -5.2% | 0.03% | -3.6% |
| Q1 2014 | $2,978,000 | +4.0% | 11,886 | +1.4% | 0.03% | 0.0% |
| Q4 2013 | $2,863,000 | +8.0% | 11,725 | +0.1% | 0.03% | +3.7% |
| Q3 2013 | $2,652,000 | +6.9% | 11,719 | -0.8% | 0.03% | +3.8% |
| Q2 2013 | $2,481,000 | – | 11,810 | – | 0.03% | – |
Download | ||||||
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% |