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 | $50,268,724 | -4.8% | 109,710 | -0.1% | 3.17% | -2.4% |
| Q2 2023 | $52,775,726 | +4.3% | 109,853 | -0.2% | 3.25% | -1.8% |
| Q1 2023 | $50,604,571 | +2.8% | 110,104 | -0.6% | 3.31% | +0.4% |
| Q4 2022 | $49,228,451 | +8.7% | 110,761 | -1.3% | 3.30% | +5.1% |
| Q3 2022 | $45,270,000 | -4.8% | 112,185 | -2.1% | 3.14% | +2.0% |
| Q2 2022 | $47,531,000 | -16.2% | 114,567 | -0.9% | 3.08% | +2.1% |
| Q1 2022 | $56,724,000 | -6.5% | 115,658 | -1.4% | 3.01% | +0.6% |
| Q4 2021 | $60,698,000 | +6.5% | 117,249 | -1.1% | 2.99% | -2.2% |
| Q3 2021 | $57,003,000 | -4.4% | 118,539 | -2.4% | 3.06% | -3.4% |
| Q2 2021 | $59,650,000 | +1.7% | 121,485 | -1.4% | 3.17% | -4.1% |
| Q1 2021 | $58,642,000 | +13.0% | 123,184 | -0.3% | 3.30% | +3.6% |
| Q4 2020 | $51,906,000 | +24.0% | 123,609 | +0.0% | 3.19% | -5.6% |
| Q3 2020 | $41,866,000 | +1.7% | 123,561 | -2.7% | 3.38% | -6.3% |
| Q2 2020 | $41,186,000 | +20.5% | 126,925 | -2.4% | 3.60% | +5.7% |
| Q1 2020 | $34,180,000 | -33.1% | 130,021 | -4.4% | 3.41% | -16.5% |
| Q4 2019 | $51,061,000 | +7.3% | 136,026 | +0.8% | 4.08% | -1.4% |
| Q3 2019 | $47,575,000 | -1.5% | 134,977 | -0.9% | 4.14% | -3.8% |
| Q2 2019 | $48,276,000 | +1.0% | 136,146 | -1.6% | 4.30% | -2.9% |
| Q1 2019 | $47,801,000 | +14.8% | 138,392 | +0.6% | 4.43% | -1.1% |
| Q4 2018 | $41,650,000 | -19.2% | 137,608 | -1.9% | 4.48% | -0.8% |
| Q3 2018 | $51,528,000 | +3.6% | 140,227 | +0.1% | 4.51% | -11.6% |
| Q2 2018 | $49,752,000 | +0.9% | 140,139 | -2.9% | 5.11% | +0.6% |
| Q1 2018 | $49,326,000 | +0.7% | 144,343 | +1.8% | 5.08% | +7.2% |
| Q4 2017 | $48,976,000 | +2.4% | 141,790 | -3.3% | 4.74% | -7.8% |
| Q3 2017 | $47,830,000 | -4.2% | 146,571 | -6.7% | 5.13% | -8.2% |
| Q2 2017 | $49,903,000 | +4.1% | 157,115 | +2.4% | 5.59% | +4.3% |
| Q1 2017 | $47,941,000 | +0.2% | 153,451 | -3.2% | 5.36% | -5.3% |
| Q4 2016 | $47,846,000 | +16.9% | 158,571 | +9.3% | 5.66% | +8.7% |
| Q3 2016 | $40,945,000 | +4.1% | 145,056 | +0.4% | 5.21% | +0.3% |
| Q2 2016 | $39,337,000 | +6.3% | 144,499 | +2.6% | 5.19% | -0.2% |
| Q1 2016 | $37,017,000 | +9.1% | 140,899 | +5.5% | 5.20% | +4.6% |
| Q4 2015 | $33,929,000 | +5.9% | 133,556 | +3.8% | 4.97% | -0.7% |
| Q3 2015 | $32,025,000 | -4.5% | 128,673 | +4.8% | 5.01% | +2.5% |
| Q2 2015 | $33,551,000 | -1.3% | 122,808 | +0.2% | 4.88% | -0.6% |
| Q1 2015 | $33,981,000 | +5.8% | 122,568 | +0.7% | 4.92% | +1.8% |
| Q4 2014 | $32,129,000 | +6.9% | 121,713 | +1.0% | 4.83% | -2.5% |
| Q3 2014 | $30,053,000 | -4.6% | 120,538 | -0.3% | 4.96% | -3.5% |
| Q2 2014 | $31,501,000 | +4.5% | 120,897 | +0.5% | 5.14% | +0.8% |
| Q1 2014 | $30,134,000 | +1.1% | 120,260 | -1.5% | 5.09% | -0.5% |
| Q4 2013 | $29,801,000 | +9.6% | 122,035 | +1.6% | 5.12% | +0.9% |
| Q3 2013 | $27,194,000 | +5.2% | 120,150 | -2.3% | 5.08% | -3.8% |
| Q2 2013 | $25,838,000 | – | 122,980 | – | 5.28% | – |
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% |