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 | $4,718,004 | -5.9% | 10,332 | -1.3% | 0.18% | -3.7% |
Q2 2023 | $5,015,145 | +2.7% | 10,472 | -1.7% | 0.19% | -3.1% |
Q1 2023 | $4,883,900 | +7.4% | 10,654 | +3.7% | 0.20% | +3.7% |
Q4 2022 | $4,548,781 | +13.6% | 10,273 | +3.1% | 0.19% | +2.2% |
Q3 2022 | $4,003,000 | -3.0% | 9,966 | -0.1% | 0.18% | +2.2% |
Q2 2022 | $4,125,000 | -15.7% | 9,977 | -0.1% | 0.18% | -4.2% |
Q1 2022 | $4,896,000 | -7.0% | 9,982 | -1.8% | 0.19% | -2.1% |
Q4 2021 | $5,262,000 | +5.9% | 10,164 | -1.6% | 0.19% | -1.5% |
Q3 2021 | $4,968,000 | -3.6% | 10,332 | -1.5% | 0.20% | -3.9% |
Q2 2021 | $5,151,000 | +20.7% | 10,491 | -35.4% | 0.20% | -23.0% |
Q1 2021 | $4,266,000 | -53.9% | 16,230 | -26.3% | 0.26% | -26.6% |
Q4 2020 | $9,250,000 | +13.3% | 22,030 | -8.6% | 0.36% | +2.8% |
Q3 2020 | $8,165,000 | +1.9% | 24,098 | -2.4% | 0.35% | -3.0% |
Q2 2020 | $8,016,000 | +23.3% | 24,702 | -0.1% | 0.36% | +4.6% |
Q1 2020 | $6,501,000 | +9.6% | 24,731 | +56.4% | 0.35% | +16.9% |
Q4 2019 | $5,934,000 | +7.1% | 15,808 | +0.6% | 0.30% | -0.7% |
Q3 2019 | $5,539,000 | -0.6% | 15,715 | +0.0% | 0.30% | -2.3% |
Q2 2019 | $5,571,000 | +9.1% | 15,711 | +6.3% | 0.30% | +3.7% |
Q1 2019 | $5,104,000 | +12.3% | 14,778 | -1.6% | 0.29% | -0.7% |
Q4 2018 | $4,545,000 | -16.6% | 15,017 | +1.3% | 0.30% | -2.0% |
Q3 2018 | $5,448,000 | +2.9% | 14,826 | -0.6% | 0.30% | -2.6% |
Q2 2018 | $5,296,000 | +1.6% | 14,918 | -2.2% | 0.31% | +4.4% |
Q1 2018 | $5,214,000 | -0.6% | 15,255 | +0.5% | 0.30% | +4.9% |
Q4 2017 | $5,244,000 | +5.7% | 15,180 | -0.1% | 0.28% | +3.3% |
Q3 2017 | $4,959,000 | -4.1% | 15,198 | -6.7% | 0.27% | -6.5% |
Q2 2017 | $5,172,000 | -3.7% | 16,284 | -5.3% | 0.29% | -8.4% |
Q1 2017 | $5,373,000 | -10.8% | 17,198 | -13.9% | 0.32% | -14.9% |
Q4 2016 | $6,026,000 | -26.5% | 19,970 | -31.2% | 0.38% | -28.0% |
Q3 2016 | $8,196,000 | +3.6% | 29,038 | -0.1% | 0.52% | +2.8% |
Q2 2016 | $7,912,000 | +1.1% | 29,064 | -2.4% | 0.51% | -1.2% |
Q1 2016 | $7,826,000 | +4.0% | 29,789 | +0.6% | 0.51% | +3.6% |
Q4 2015 | $7,522,000 | +6.3% | 29,610 | +4.2% | 0.50% | +0.6% |
Q3 2015 | $7,074,000 | -7.1% | 28,424 | +2.0% | 0.49% | +1.0% |
Q2 2015 | $7,611,000 | -1.5% | 27,858 | -0.1% | 0.49% | 0.0% |
Q1 2015 | $7,729,000 | +9.0% | 27,878 | +3.8% | 0.49% | +9.2% |
Q4 2014 | $7,092,000 | +1.8% | 26,866 | -3.9% | 0.45% | -2.2% |
Q3 2014 | $6,970,000 | +0.6% | 27,956 | +5.1% | 0.46% | +1.3% |
Q2 2014 | $6,929,000 | +10.4% | 26,591 | +6.2% | 0.45% | +4.2% |
Q1 2014 | $6,276,000 | +30.9% | 25,045 | +27.6% | 0.43% | +25.9% |
Q4 2013 | $4,793,000 | +23.7% | 19,627 | +14.7% | 0.34% | +11.7% |
Q3 2013 | $3,874,000 | +25.8% | 17,116 | +16.8% | 0.31% | +21.7% |
Q2 2013 | $3,080,000 | – | 14,660 | – | 0.25% | – |
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% |