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 | $1,097,306 | -4.7% | 2,403 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $1,150,821 | +4.5% | 2,403 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $1,101,559 | +3.5% | 2,403 | 0.0% | 0.15% | -2.7% |
| Q4 2022 | $1,064,024 | +10.3% | 2,403 | 0.0% | 0.15% | -4.5% |
| Q3 2022 | $965,000 | -4.0% | 2,403 | -1.2% | 0.16% | 0.0% |
| Q2 2022 | $1,005,000 | -2.3% | 2,431 | +15.9% | 0.16% | +9.0% |
| Q1 2022 | $1,029,000 | -5.2% | 2,098 | 0.0% | 0.14% | -6.5% |
| Q4 2021 | $1,086,000 | +7.6% | 2,098 | 0.0% | 0.15% | -1.9% |
| Q3 2021 | $1,009,000 | -2.7% | 2,098 | -0.7% | 0.16% | -3.7% |
| Q2 2021 | $1,037,000 | +5.3% | 2,112 | +2.0% | 0.16% | +1.9% |
| Q1 2021 | $985,000 | +13.3% | 2,070 | 0.0% | 0.16% | +3.2% |
| Q4 2020 | $869,000 | +22.7% | 2,070 | -1.0% | 0.16% | +15.7% |
| Q3 2020 | $708,000 | -6.1% | 2,090 | -10.1% | 0.13% | -12.4% |
| Q2 2020 | $754,000 | – | 2,325 | – | 0.15% | – |
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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% |