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 | $8,359,591 | -3.4% | 18,307 | +1.3% | 0.80% | -35.1% |
| Q2 2023 | $8,654,977 | +1.6% | 18,073 | -2.8% | 1.24% | -0.7% |
| Q1 2023 | $8,521,294 | +4.6% | 18,589 | +1.1% | 1.24% | +4.9% |
| Q4 2022 | $8,143,455 | +15.3% | 18,392 | +4.6% | 1.19% | +2.9% |
| Q3 2022 | $7,063,000 | -2.2% | 17,585 | +0.7% | 1.15% | +4.5% |
| Q2 2022 | $7,224,000 | -15.9% | 17,471 | -0.2% | 1.10% | -3.8% |
| Q1 2022 | $8,588,000 | -7.2% | 17,510 | -2.1% | 1.15% | -3.5% |
| Q4 2021 | $9,259,000 | +4.4% | 17,885 | -3.0% | 1.19% | -3.4% |
| Q3 2021 | $8,870,000 | -4.2% | 18,445 | -2.2% | 1.23% | -3.1% |
| Q2 2021 | $9,256,000 | -1.3% | 18,852 | -4.3% | 1.27% | -5.6% |
| Q1 2021 | $9,379,000 | +14.2% | 19,701 | +0.7% | 1.35% | +7.9% |
| Q4 2020 | $8,212,000 | +19.7% | 19,557 | -3.4% | 1.25% | +9.4% |
| Q3 2020 | $6,860,000 | +1.2% | 20,246 | -3.1% | 1.14% | -5.5% |
| Q2 2020 | $6,778,000 | +21.4% | 20,887 | -1.7% | 1.21% | +5.9% |
| Q1 2020 | $5,585,000 | -31.4% | 21,246 | -2.0% | 1.14% | -10.9% |
| Q4 2019 | $8,139,000 | +4.4% | 21,683 | -1.9% | 1.28% | -6.1% |
| Q3 2019 | $7,793,000 | -1.2% | 22,108 | -0.6% | 1.36% | -3.4% |
| Q2 2019 | $7,889,000 | -1.3% | 22,248 | -3.9% | 1.41% | -3.0% |
| Q1 2019 | $7,994,000 | +6.0% | 23,144 | -7.1% | 1.46% | +19.4% |
| Q4 2018 | $7,543,000 | -26.4% | 24,923 | -10.7% | 1.22% | -26.5% |
| Q3 2018 | $10,255,000 | +1.2% | 27,907 | -2.3% | 1.66% | -8.5% |
| Q2 2018 | $10,137,000 | -13.4% | 28,553 | -16.6% | 1.81% | -5.3% |
| Q1 2018 | $11,706,000 | -3.3% | 34,253 | -2.3% | 1.92% | +0.4% |
| Q4 2017 | $12,111,000 | +6.8% | 35,064 | +0.9% | 1.91% | +5.3% |
| Q3 2017 | $11,338,000 | +1.9% | 34,744 | -0.9% | 1.81% | -0.1% |
| Q2 2017 | $11,132,000 | +1.3% | 35,048 | -0.4% | 1.81% | -0.6% |
| Q1 2017 | $10,990,000 | -0.5% | 35,178 | -3.9% | 1.82% | -3.9% |
| Q4 2016 | $11,040,000 | +2.2% | 36,590 | -4.4% | 1.90% | +0.9% |
| Q3 2016 | $10,806,000 | -1.0% | 38,280 | -4.5% | 1.88% | -1.3% |
| Q2 2016 | $10,912,000 | +3.2% | 40,082 | -0.4% | 1.91% | +2.5% |
| Q1 2016 | $10,576,000 | +1.2% | 40,258 | -2.1% | 1.86% | -0.5% |
| Q4 2015 | $10,450,000 | +1.4% | 41,138 | -0.6% | 1.87% | -2.8% |
| Q3 2015 | $10,303,000 | -33.1% | 41,395 | -26.6% | 1.92% | -23.6% |
| Q2 2015 | $15,404,000 | -1.8% | 56,384 | -0.4% | 2.52% | +0.5% |
| Q1 2015 | $15,691,000 | +2.1% | 56,596 | -2.8% | 2.50% | +4.0% |
| Q4 2014 | $15,368,000 | +3.3% | 58,219 | -2.4% | 2.41% | +0.9% |
| Q3 2014 | $14,872,000 | -7.8% | 59,650 | -3.7% | 2.39% | -2.5% |
| Q2 2014 | $16,132,000 | -1.1% | 61,913 | -4.9% | 2.45% | +3.3% |
| Q1 2014 | $16,314,000 | -1.6% | 65,107 | -4.1% | 2.37% | -0.2% |
| Q4 2013 | $16,573,000 | +2.1% | 67,868 | -5.4% | 2.37% | -1.9% |
| Q3 2013 | $16,233,000 | -3.5% | 71,724 | -10.4% | 2.42% | -4.2% |
| Q2 2013 | $16,823,000 | – | 80,074 | – | 2.53% | – |
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% |