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 | $30,386,500 | -6.4% | 66,544 | -1.8% | 0.12% | -1.7% |
| Q2 2023 | $32,457,845 | -3.3% | 67,774 | -7.4% | 0.12% | -11.2% |
| Q1 2023 | $33,553,691 | -4.1% | 73,196 | -7.4% | 0.13% | -11.8% |
| Q4 2022 | $34,991,303 | +7.2% | 79,025 | -2.7% | 0.15% | +1.3% |
| Q3 2022 | $32,637,000 | +2.9% | 81,255 | +6.0% | 0.15% | +6.4% |
| Q2 2022 | $31,709,000 | -11.5% | 76,685 | +5.0% | 0.14% | +11.9% |
| Q1 2022 | $35,829,000 | +4.0% | 73,053 | +9.7% | 0.13% | +16.7% |
| Q4 2021 | $34,463,000 | +11.9% | 66,571 | +3.9% | 0.11% | +2.9% |
| Q3 2021 | $30,808,000 | +0.8% | 64,065 | +2.9% | 0.10% | -0.9% |
| Q2 2021 | $30,556,000 | +14.9% | 62,230 | +11.4% | 0.11% | +6.0% |
| Q1 2021 | $26,587,000 | +15.2% | 55,850 | +1.6% | 0.10% | +17.6% |
| Q4 2020 | $23,080,000 | +36.8% | 54,964 | +10.4% | 0.08% | +18.1% |
| Q3 2020 | $16,873,000 | -1.8% | 49,798 | -6.0% | 0.07% | -12.2% |
| Q2 2020 | $17,186,000 | -8.9% | 52,964 | -26.2% | 0.08% | -30.5% |
| Q1 2020 | $18,873,000 | -41.0% | 71,795 | -15.7% | 0.12% | -28.0% |
| Q4 2019 | $31,975,000 | +27.3% | 85,181 | +19.5% | 0.16% | +13.1% |
| Q3 2019 | $25,127,000 | +9.6% | 71,288 | +10.2% | 0.14% | +10.7% |
| Q2 2019 | $22,936,000 | +23.3% | 64,682 | +20.1% | 0.13% | +15.9% |
| Q1 2019 | $18,595,000 | +58.2% | 53,837 | +38.7% | 0.11% | +31.4% |
| Q4 2018 | $11,752,000 | -48.4% | 38,827 | -37.4% | 0.09% | -38.6% |
| Q3 2018 | $22,779,000 | +177.7% | 61,989 | +168.3% | 0.14% | +150.0% |
| Q2 2018 | $8,202,000 | +56.4% | 23,103 | +50.6% | 0.06% | +51.4% |
| Q1 2018 | $5,243,000 | -10.3% | 15,342 | -9.4% | 0.04% | -7.5% |
| Q4 2017 | $5,847,000 | +8.6% | 16,927 | +2.6% | 0.04% | 0.0% |
| Q3 2017 | $5,383,000 | +4.0% | 16,496 | +1.3% | 0.04% | +2.6% |
| Q2 2017 | $5,174,000 | -5.7% | 16,291 | -6.8% | 0.04% | -11.4% |
| Q1 2017 | $5,486,000 | +18.5% | 17,473 | +13.9% | 0.04% | +7.3% |
| Q4 2016 | $4,629,000 | +17.0% | 15,341 | +9.4% | 0.04% | +17.1% |
| Q3 2016 | $3,957,000 | +11.1% | 14,018 | +7.1% | 0.04% | +6.1% |
| Q2 2016 | $3,562,000 | +3.6% | 13,085 | +0.0% | 0.03% | +3.1% |
| Q1 2016 | $3,437,000 | +14.3% | 13,082 | +10.5% | 0.03% | +14.3% |
| Q4 2015 | $3,008,000 | +23.5% | 11,842 | +21.0% | 0.03% | +33.3% |
| Q3 2015 | $2,436,000 | -9.9% | 9,789 | -1.2% | 0.02% | +425.0% |
| Q2 2015 | $2,705,000 | -0.1% | 9,904 | +1.3% | 0.00% | 0.0% |
| Q1 2015 | $2,709,000 | +4.5% | 9,774 | -0.5% | 0.00% | 0.0% |
| Q4 2014 | $2,593,000 | +18.1% | 9,824 | +11.5% | 0.00% | 0.0% |
| Q3 2014 | $2,196,000 | -5.9% | 8,809 | -1.7% | 0.00% | 0.0% |
| Q2 2014 | $2,334,000 | +6.5% | 8,959 | +2.4% | 0.00% | 0.0% |
| Q1 2014 | $2,192,000 | +2.9% | 8,749 | +0.3% | 0.00% | 0.0% |
| Q4 2013 | $2,130,000 | +10.1% | 8,724 | +2.1% | 0.00% | +33.3% |
| Q3 2013 | $1,934,000 | +15.9% | 8,544 | +7.5% | 0.00% | 0.0% |
| Q2 2013 | $1,669,000 | – | 7,949 | – | 0.00% | – |
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% |