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 | $3,945,826 | -4.7% | 8,641 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $4,138,261 | +1.6% | 8,641 | -2.8% | 0.05% | -4.1% |
| Q1 2023 | $4,074,348 | +147.9% | 8,888 | +139.4% | 0.05% | +145.0% |
| Q4 2022 | $1,643,636 | +10.2% | 3,712 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,491,000 | -3.2% | 3,712 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $1,541,000 | -15.7% | 3,726 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $1,827,000 | -8.0% | 3,726 | -2.9% | 0.02% | -4.5% |
| Q4 2021 | $1,986,000 | +8.1% | 3,836 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $1,838,000 | -50.4% | 3,822 | -32.0% | 0.02% | 0.0% |
| Q2 2021 | $3,704,000 | +106.2% | 5,624 | +49.1% | 0.02% | -4.3% |
| Q1 2021 | $1,796,000 | +3.0% | 3,772 | -9.2% | 0.02% | -8.0% |
| Q4 2020 | $1,744,000 | +24.0% | 4,154 | 0.0% | 0.02% | +13.6% |
| Q3 2020 | $1,407,000 | -15.6% | 4,154 | -19.2% | 0.02% | -24.1% |
| Q2 2020 | $1,667,000 | +35.6% | 5,138 | +9.9% | 0.03% | +16.0% |
| Q1 2020 | $1,229,000 | -39.4% | 4,677 | -13.4% | 0.02% | -24.2% |
| Q4 2019 | $2,027,000 | -4.7% | 5,399 | -10.5% | 0.03% | -10.8% |
| Q3 2019 | $2,127,000 | -17.6% | 6,034 | -17.1% | 0.04% | -19.6% |
| Q2 2019 | $2,582,000 | +2.2% | 7,282 | -0.4% | 0.05% | -2.1% |
| Q1 2019 | $2,526,000 | -16.6% | 7,312 | -26.9% | 0.05% | -26.6% |
| Q4 2018 | $3,028,000 | -18.0% | 10,003 | -0.4% | 0.06% | -5.9% |
| Q3 2018 | $3,692,000 | +4.1% | 10,048 | +0.6% | 0.07% | -2.9% |
| Q2 2018 | $3,545,000 | +3.9% | 9,985 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $3,412,000 | -5.1% | 9,985 | -4.1% | 0.07% | -4.2% |
| Q4 2017 | $3,595,000 | +7.5% | 10,407 | +1.6% | 0.07% | +1.4% |
| Q3 2017 | $3,344,000 | +1.5% | 10,247 | -1.2% | 0.07% | -2.8% |
| Q2 2017 | $3,293,000 | +1.7% | 10,369 | 0.0% | 0.07% | -2.7% |
| Q1 2017 | $3,239,000 | – | 10,369 | – | 0.07% | – |
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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% |