SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,603,389 | -6.5% | 10,081 | -1.9% | 0.13% | -2.9% |
| Q2 2023 | $4,922,238 | +0.8% | 10,278 | -3.5% | 0.14% | -4.2% |
| Q1 2023 | $4,883,901 | +2.7% | 10,654 | -0.8% | 0.14% | -2.7% |
| Q4 2022 | $4,755,565 | +7.0% | 10,740 | -2.9% | 0.15% | -3.3% |
| Q3 2022 | $4,443,000 | +2.7% | 11,062 | +5.7% | 0.15% | +6.3% |
| Q2 2022 | $4,327,000 | -17.2% | 10,465 | -1.8% | 0.14% | -4.7% |
| Q1 2022 | $5,227,000 | -5.6% | 10,658 | -0.3% | 0.15% | -3.8% |
| Q4 2021 | $5,535,000 | +7.3% | 10,692 | -0.3% | 0.16% | -15.2% |
| Q3 2021 | $5,158,000 | -2.1% | 10,728 | -0.0% | 0.18% | -3.7% |
| Q2 2021 | $5,271,000 | +2.4% | 10,733 | -0.7% | 0.19% | -5.0% |
| Q1 2021 | $5,146,000 | +10.7% | 10,809 | -2.3% | 0.20% | +5.8% |
| Q4 2020 | $4,648,000 | +22.6% | 11,069 | -1.1% | 0.19% | +10.5% |
| Q3 2020 | $3,791,000 | +1.5% | 11,189 | -2.8% | 0.17% | -8.0% |
| Q2 2020 | $3,736,000 | -4.6% | 11,511 | -22.7% | 0.19% | -22.1% |
| Q1 2020 | $3,915,000 | -34.6% | 14,892 | -6.6% | 0.24% | -21.6% |
| Q4 2019 | $5,983,000 | +5.2% | 15,940 | -1.2% | 0.31% | -4.4% |
| Q3 2019 | $5,685,000 | -11.2% | 16,127 | -10.9% | 0.32% | -12.1% |
| Q2 2019 | $6,399,000 | +1.4% | 18,106 | -0.9% | 0.36% | -3.2% |
| Q1 2019 | $6,309,000 | +10.9% | 18,266 | -2.8% | 0.38% | -0.5% |
| Q4 2018 | $5,687,000 | -18.3% | 18,788 | -0.9% | 0.38% | -6.7% |
| Q3 2018 | $6,965,000 | +2.3% | 18,955 | -1.2% | 0.40% | -6.7% |
| Q2 2018 | $6,811,000 | +1.8% | 19,184 | -2.0% | 0.43% | +2.1% |
| Q1 2018 | $6,691,000 | -5.3% | 19,578 | -4.3% | 0.42% | -1.2% |
| Q4 2017 | $7,063,000 | +3.0% | 20,447 | -2.7% | 0.43% | -2.9% |
| Q3 2017 | $6,856,000 | +1.6% | 21,008 | -1.1% | 0.44% | -0.7% |
| Q2 2017 | $6,748,000 | +0.9% | 21,245 | -0.8% | 0.45% | +0.2% |
| Q1 2017 | $6,691,000 | +3.4% | 21,418 | -0.1% | 0.44% | -0.2% |
| Q4 2016 | $6,471,000 | +6.6% | 21,444 | -0.3% | 0.45% | +0.7% |
| Q3 2016 | $6,069,000 | +2.2% | 21,503 | -1.4% | 0.44% | -0.2% |
| Q2 2016 | $5,937,000 | -0.7% | 21,808 | -4.2% | 0.44% | -5.9% |
| Q1 2016 | $5,981,000 | -5.1% | 22,766 | -8.2% | 0.47% | -9.2% |
| Q4 2015 | $6,301,000 | +0.6% | 24,801 | -1.5% | 0.52% | -4.6% |
| Q3 2015 | $6,263,000 | -12.7% | 25,167 | -4.1% | 0.54% | -3.4% |
| Q2 2015 | $7,171,000 | +14.8% | 26,249 | +16.4% | 0.56% | +12.1% |
| Q1 2015 | $6,249,000 | +2.7% | 22,542 | -2.2% | 0.50% | +1.4% |
| Q4 2014 | $6,083,000 | -12.0% | 23,046 | -16.8% | 0.50% | -9.7% |
| Q3 2014 | $6,910,000 | -6.6% | 27,716 | -2.4% | 0.55% | -5.8% |
| Q2 2014 | $7,398,000 | -40.3% | 28,393 | -42.6% | 0.58% | -43.1% |
| Q1 2014 | $12,401,000 | -15.6% | 49,489 | -17.7% | 1.02% | -16.8% |
| Q4 2013 | $14,688,000 | +6.5% | 60,147 | -1.3% | 1.23% | -1.4% |
| Q3 2013 | $13,792,000 | +6.5% | 60,937 | -1.2% | 1.25% | +1.5% |
| Q2 2013 | $12,956,000 | – | 61,668 | – | 1.23% | – |
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% |