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 | $366 | -4.7% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $384 | +4.6% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $367 | +3.7% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $354 | -99.9% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $322,000 | -2.7% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $331,000 | -15.6% | 800 | 0.0% | 0.00% | – |
| Q1 2022 | $392,000 | -5.3% | 800 | 0.0% | 0.00% | – |
| Q4 2021 | $414,000 | +7.5% | 800 | 0.0% | 0.00% | – |
| Q3 2021 | $385,000 | -2.0% | 800 | 0.0% | 0.00% | – |
| Q2 2021 | $393,000 | -11.1% | 800 | -13.8% | 0.00% | – |
| Q1 2021 | $442,000 | +31.5% | 928 | +16.0% | 0.00% | – |
| Q4 2020 | $336,000 | -22.0% | 800 | -39.7% | 0.00% | – |
| Q2 2020 | $431,000 | +36.8% | 1,327 | +10.7% | 0.00% | – |
| Q1 2020 | $315,000 | +26.0% | 1,199 | +80.0% | 0.00% | – |
| Q4 2019 | $250,000 | +11.6% | 666 | +5.5% | 0.00% | – |
| Q2 2019 | $224,000 | -13.8% | 631 | -16.3% | 0.00% | – |
| Q1 2019 | $260,000 | +14.5% | 754 | +0.5% | 0.00% | – |
| Q4 2018 | $227,000 | +13.5% | 750 | +33.0% | 0.00% | – |
| Q2 2018 | $200,000 | – | 564 | – | 0.00% | – |
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% |