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 | $933 | -1.4% | 2,042 | +3.3% | 0.15% | +3.5% |
| Q2 2023 | $946 | +6.8% | 1,976 | +2.3% | 0.14% | +2.2% |
| Q1 2023 | $886 | -77.1% | 1,932 | -77.9% | 0.14% | -78.3% |
| Q4 2022 | $3,870 | -99.5% | 8,741 | +339.0% | 0.64% | +327.3% |
| Q3 2022 | $800,000 | +23.3% | 1,991 | +27.0% | 0.15% | +28.2% |
| Q2 2022 | $649,000 | -12.3% | 1,568 | +4.0% | 0.12% | -11.4% |
| Q1 2022 | $740,000 | +10.9% | 1,508 | +17.0% | 0.13% | +3.9% |
| Q4 2021 | $667,000 | +90.6% | 1,289 | +77.1% | 0.13% | +74.0% |
| Q3 2021 | $350,000 | +2.6% | 728 | +4.9% | 0.07% | -1.4% |
| Q2 2021 | $341,000 | +9.6% | 694 | +6.3% | 0.07% | 0.0% |
| Q1 2021 | $311,000 | +30.7% | 653 | +15.4% | 0.07% | +27.6% |
| Q4 2020 | $238,000 | – | 566 | – | 0.06% | – |
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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% |