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 | $9,184,856 | -4.9% | 20,114 | -0.3% | 0.27% | -4.0% |
| Q2 2023 | $9,661,051 | +3.2% | 20,173 | -1.2% | 0.28% | -3.1% |
| Q1 2023 | $9,361,190 | +100159.1% | 20,421 | -3.2% | 0.29% | -2.4% |
| Q4 2022 | $9,337 | -99.9% | 21,088 | -50.3% | 0.29% | -0.3% |
| Q3 2022 | $8,529,521 | -4.3% | 42,430 | +96.8% | 0.29% | -2.3% |
| Q2 2022 | $8,914,000 | -13.7% | 21,560 | +2.4% | 0.30% | -21.2% |
| Q1 2022 | $10,326,000 | -8.6% | 21,054 | -3.6% | 0.38% | -5.4% |
| Q4 2021 | $11,303,000 | +4.5% | 21,834 | -2.9% | 0.40% | -1.2% |
| Q3 2021 | $10,813,000 | -6.5% | 22,486 | -4.6% | 0.41% | -5.1% |
| Q2 2021 | $11,567,000 | -4.7% | 23,559 | -7.6% | 0.43% | -10.6% |
| Q1 2021 | $12,143,000 | +6.4% | 25,507 | -6.1% | 0.48% | +0.4% |
| Q4 2020 | $11,411,000 | +16.5% | 27,174 | -6.0% | 0.48% | +1.7% |
| Q3 2020 | $9,791,000 | +2.9% | 28,898 | -1.5% | 0.47% | -3.1% |
| Q2 2020 | $9,517,000 | +21.9% | 29,330 | -1.2% | 0.49% | +1.5% |
| Q1 2020 | $7,807,000 | -31.4% | 29,699 | -2.0% | 0.48% | -13.8% |
| Q4 2019 | $11,373,000 | +5.5% | 30,296 | -0.9% | 0.56% | +2.4% |
| Q3 2019 | $10,780,000 | -3.2% | 30,584 | -2.6% | 0.54% | -4.1% |
| Q2 2019 | $11,134,000 | -1.1% | 31,402 | -3.7% | 0.57% | -3.6% |
| Q1 2019 | $11,259,000 | +12.0% | 32,595 | -1.8% | 0.59% | +5.8% |
| Q4 2018 | $10,050,000 | -17.9% | 33,205 | -0.3% | 0.56% | -7.8% |
| Q3 2018 | $12,237,000 | -3.8% | 33,301 | -7.0% | 0.60% | -8.1% |
| Q2 2018 | $12,718,000 | -11.6% | 35,821 | -14.9% | 0.66% | -13.5% |
| Q1 2018 | $14,386,000 | -3.9% | 42,095 | -2.9% | 0.76% | -2.1% |
| Q4 2017 | $14,974,000 | +4.7% | 43,350 | -1.1% | 0.77% | -0.4% |
| Q3 2017 | $14,297,000 | +1.9% | 43,812 | -0.8% | 0.78% | +1.0% |
| Q2 2017 | $14,027,000 | -3.4% | 44,163 | -5.0% | 0.77% | -3.5% |
| Q1 2017 | $14,524,000 | +1.6% | 46,488 | -1.9% | 0.80% | -2.8% |
| Q4 2016 | $14,297,000 | +2.6% | 47,382 | -4.0% | 0.82% | +2.9% |
| Q3 2016 | $13,935,000 | +1.0% | 49,366 | -2.6% | 0.80% | +2.0% |
| Q2 2016 | $13,795,000 | +1.9% | 50,672 | -1.7% | 0.78% | -2.1% |
| Q1 2016 | $13,540,000 | +1.3% | 51,538 | -2.0% | 0.80% | +0.9% |
| Q4 2015 | $13,366,000 | -9.5% | 52,614 | -11.3% | 0.79% | -11.7% |
| Q3 2015 | $14,770,000 | -14.7% | 59,345 | -6.3% | 0.90% | -7.8% |
| Q2 2015 | $17,310,000 | -9.9% | 63,362 | -8.6% | 0.97% | -7.3% |
| Q1 2015 | $19,211,000 | +3.4% | 69,294 | -1.5% | 1.05% | -11.4% |
| Q4 2014 | $18,573,000 | +1.5% | 70,361 | -4.2% | 1.18% | -0.8% |
| Q3 2014 | $18,303,000 | +7340.2% | 73,409 | +7684.6% | 1.19% | +6184.2% |
| Q2 2014 | $246,000 | +4.2% | 943 | 0.0% | 0.02% | -13.6% |
| Q1 2014 | $236,000 | -4.5% | 943 | -6.6% | 0.02% | -4.3% |
| Q4 2013 | $247,000 | +7.9% | 1,010 | 0.0% | 0.02% | -4.2% |
| Q3 2013 | $229,000 | +8.0% | 1,010 | 0.0% | 0.02% | +9.1% |
| Q2 2013 | $212,000 | – | 1,010 | – | 0.02% | – |
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% |