SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $693,588 | +11.1% | 1,367 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $624,227 | -6.2% | 1,367 | -1.6% | 0.03% | -3.4% |
| Q2 2023 | $665,206 | +3.0% | 1,389 | -1.4% | 0.03% | 0.0% |
| Q1 2023 | $645,900 | +3.5% | 1,409 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $623,891 | +8.3% | 1,409 | -1.7% | 0.03% | -3.4% |
| Q3 2022 | $576,000 | -2.9% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $593,000 | -15.6% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $703,000 | -5.3% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $742,000 | +7.5% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $690,000 | -2.0% | 1,434 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $704,000 | +0.9% | 1,434 | -2.2% | 0.03% | -3.2% |
| Q1 2021 | $698,000 | +9.6% | 1,466 | -3.4% | 0.03% | +3.3% |
| Q4 2020 | $637,000 | +27.4% | 1,518 | +2.8% | 0.03% | +15.4% |
| Q3 2020 | $500,000 | +4.4% | 1,477 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $479,000 | +23.5% | 1,477 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $388,000 | -33.8% | 1,477 | -5.4% | 0.02% | -16.7% |
| Q4 2019 | $586,000 | +9.9% | 1,562 | +3.2% | 0.03% | +3.4% |
| Q3 2019 | $533,000 | -25.4% | 1,513 | -24.8% | 0.03% | -25.6% |
| Q2 2019 | $714,000 | +1.7% | 2,013 | -1.0% | 0.04% | 0.0% |
| Q1 2019 | $702,000 | +10.2% | 2,033 | -3.4% | 0.04% | 0.0% |
| Q4 2018 | $637,000 | -25.9% | 2,105 | -10.0% | 0.04% | -17.0% |
| Q3 2018 | $860,000 | +3.5% | 2,340 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $831,000 | +19.2% | 2,340 | +14.7% | 0.05% | +20.0% |
| Q1 2018 | $697,000 | -1.1% | 2,040 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $705,000 | +5.9% | 2,040 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $666,000 | -16.0% | 2,040 | -18.3% | 0.04% | -19.1% |
| Q2 2017 | $793,000 | +27.5% | 2,497 | +25.5% | 0.05% | +27.0% |
| Q1 2017 | $622,000 | +3.7% | 1,990 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $600,000 | +2.9% | 1,990 | -3.6% | 0.04% | 0.0% |
| Q3 2016 | $583,000 | +0.2% | 2,065 | -3.3% | 0.04% | 0.0% |
| Q2 2016 | $582,000 | +4.7% | 2,136 | +0.9% | 0.04% | 0.0% |
| Q1 2016 | $556,000 | +4.5% | 2,116 | +1.2% | 0.04% | +2.8% |
| Q4 2015 | $532,000 | +33.7% | 2,091 | +30.7% | 0.04% | +24.1% |
| Q3 2015 | $398,000 | +27.6% | 1,600 | +40.4% | 0.03% | +38.1% |
| Q2 2015 | $312,000 | -1.3% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $316,000 | -99.9% | 1,140 | -0.9% | 0.02% | +5.0% |
| Q4 2014 | $303,566,000 | +3.6% | 1,150 | -2.1% | 0.02% | -4.8% |
| Q3 2014 | $292,951,000 | – | 1,175 | – | 0.02% | – |
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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% |