SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,000 | -5.6% | 920 | -1.1% | 0.01% | +8.3% |
| Q2 2023 | $445,000 | +5.2% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $423,000 | +3.9% | 930 | +1.1% | 0.01% | -7.7% |
| Q4 2022 | $407,000 | +10.0% | 920 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $370,000 | -2.6% | 920 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $380,000 | -15.7% | 920 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $451,000 | -21.3% | 920 | -16.8% | 0.01% | -7.7% |
| Q4 2021 | $573,000 | +7.7% | 1,106 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $532,000 | -3.6% | 1,106 | -1.7% | 0.01% | -6.7% |
| Q2 2021 | $552,000 | +3.2% | 1,125 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $535,000 | +38.6% | 1,125 | +22.3% | 0.02% | +21.4% |
| Q4 2020 | $386,000 | +14.5% | 920 | -7.5% | 0.01% | 0.0% |
| Q3 2020 | $337,000 | +31.1% | 995 | +42.1% | 0.01% | +7.7% |
| Q3 2018 | $257,000 | +3.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $249,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $239,000 | – | 700 | – | 0.01% | – |
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% |