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 | $8,453,262 | -8.5% | 18,512 | -4.0% | 0.75% | -3.6% |
| Q2 2023 | $9,234,086 | +2.9% | 19,282 | -1.5% | 0.78% | -2.3% |
| Q1 2023 | $8,973,130 | +1.3% | 19,575 | -2.1% | 0.80% | -1.5% |
| Q4 2022 | $8,855,080 | +11.6% | 19,999 | +1.2% | 0.81% | +2.1% |
| Q3 2022 | $7,934,000 | -2.7% | 19,754 | +0.2% | 0.79% | -1.5% |
| Q2 2022 | $8,152,000 | -17.5% | 19,714 | -2.1% | 0.81% | -0.4% |
| Q1 2022 | $9,880,000 | -6.2% | 20,145 | -1.0% | 0.81% | -0.6% |
| Q4 2021 | $10,538,000 | +4.8% | 20,357 | -2.6% | 0.81% | +27.2% |
| Q3 2021 | $10,051,000 | -2.2% | 20,903 | -0.1% | 0.64% | -4.2% |
| Q2 2021 | $10,274,000 | +1.2% | 20,926 | -1.9% | 0.67% | -1.2% |
| Q1 2021 | $10,154,000 | +8.8% | 21,330 | -4.0% | 0.68% | +5.1% |
| Q4 2020 | $9,331,000 | +15.5% | 22,220 | -6.8% | 0.64% | +4.6% |
| Q3 2020 | $8,077,000 | +3.6% | 23,839 | -0.8% | 0.62% | -6.5% |
| Q2 2020 | $7,797,000 | +17.1% | 24,029 | -5.1% | 0.66% | -23.6% |
| Q1 2020 | $6,656,000 | -30.3% | 25,320 | -0.5% | 0.86% | -12.0% |
| Q4 2019 | $9,548,000 | +2.9% | 25,435 | -3.4% | 0.98% | -0.8% |
| Q3 2019 | $9,277,000 | -2.6% | 26,320 | -2.0% | 0.99% | -35.0% |
| Q2 2019 | $9,527,000 | -2.7% | 26,868 | -5.3% | 1.52% | -4.1% |
| Q1 2019 | $9,795,000 | +12.3% | 28,360 | -1.6% | 1.58% | -5.6% |
| Q4 2018 | $8,726,000 | -20.4% | 28,830 | -3.4% | 1.68% | -6.8% |
| Q3 2018 | $10,968,000 | +2.1% | 29,848 | -1.3% | 1.80% | -3.8% |
| Q2 2018 | $10,738,000 | +1.5% | 30,247 | -2.3% | 1.87% | +5.3% |
| Q1 2018 | $10,576,000 | -3.3% | 30,949 | -2.3% | 1.78% | -4.8% |
| Q4 2017 | $10,937,000 | +5.0% | 31,667 | -0.8% | 1.86% | +3.6% |
| Q3 2017 | $10,421,000 | +2.3% | 31,936 | -0.4% | 1.80% | -36.1% |
| Q2 2017 | $10,189,000 | -0.9% | 32,080 | -2.6% | 2.82% | -1.7% |
| Q1 2017 | $10,286,000 | +3.0% | 32,926 | -0.5% | 2.86% | -3.1% |
| Q4 2016 | $9,984,000 | -3.6% | 33,089 | -9.8% | 2.96% | -10.9% |
| Q3 2016 | $10,354,000 | +2.1% | 36,682 | -1.6% | 3.32% | -0.7% |
| Q2 2016 | $10,144,000 | +0.4% | 37,264 | -3.1% | 3.34% | -6.5% |
| Q1 2016 | $10,100,000 | +0.7% | 38,447 | -2.7% | 3.58% | +1.1% |
| Q4 2015 | $10,033,000 | -0.8% | 39,497 | -2.8% | 3.54% | -2.1% |
| Q3 2015 | $10,117,000 | -10.4% | 40,651 | -1.6% | 3.61% | +2.4% |
| Q2 2015 | $11,291,000 | -3.0% | 41,331 | -1.6% | 3.53% | -1.8% |
| Q1 2015 | $11,641,000 | +1.4% | 41,992 | -3.5% | 3.59% | 0.0% |
| Q4 2014 | $11,482,000 | +4.7% | 43,500 | -1.1% | 3.59% | +2.5% |
| Q3 2014 | $10,971,000 | -7.9% | 44,005 | -3.7% | 3.50% | -5.6% |
| Q2 2014 | $11,911,000 | +3.2% | 45,716 | -0.8% | 3.71% | -0.3% |
| Q1 2014 | $11,543,000 | +2.0% | 46,066 | -0.6% | 3.72% | +0.2% |
| Q4 2013 | $11,317,000 | +7.7% | 46,342 | -0.2% | 3.72% | +4.3% |
| Q3 2013 | $10,512,000 | +5.8% | 46,448 | -1.8% | 3.56% | +1.0% |
| Q2 2013 | $9,940,000 | – | 47,313 | – | 3.53% | – |
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% |