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 | $1,123,791 | -4.7% | 2,461 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $1,178,598 | +4.5% | 2,461 | 0.0% | 0.16% | -3.7% |
| Q1 2023 | $1,128,147 | +3.5% | 2,461 | 0.0% | 0.16% | +0.6% |
| Q4 2022 | $1,089,706 | +10.3% | 2,461 | 0.0% | 0.16% | +7.3% |
| Q3 2022 | $988,000 | -22.2% | 2,461 | -19.9% | 0.15% | -8.0% |
| Q2 2022 | $1,270,000 | -15.7% | 3,071 | 0.0% | 0.16% | +1.2% |
| Q1 2022 | $1,506,000 | -5.3% | 3,071 | 0.0% | 0.16% | +3.9% |
| Q4 2021 | $1,590,000 | +7.0% | 3,071 | -0.6% | 0.16% | -2.5% |
| Q3 2021 | $1,486,000 | -2.1% | 3,091 | 0.0% | 0.16% | -3.6% |
| Q2 2021 | $1,518,000 | -49.5% | 3,091 | -50.0% | 0.16% | +1.2% |
| Q1 2021 | $3,006,000 | +131.6% | 6,182 | +100.0% | 0.16% | +5.8% |
| Q4 2020 | $1,298,000 | +24.0% | 3,091 | 0.0% | 0.15% | +10.8% |
| Q3 2020 | $1,047,000 | +4.4% | 3,091 | 0.0% | 0.14% | -3.5% |
| Q2 2020 | $1,003,000 | +23.4% | 3,091 | 0.0% | 0.14% | +1.4% |
| Q1 2020 | $813,000 | -29.9% | 3,091 | 0.0% | 0.14% | -13.9% |
| Q4 2019 | $1,160,000 | +6.5% | 3,091 | 0.0% | 0.16% | -1.8% |
| Q3 2019 | $1,089,000 | -0.6% | 3,091 | 0.0% | 0.17% | -1.2% |
| Q2 2019 | $1,096,000 | +2.6% | 3,091 | 0.0% | 0.17% | -0.6% |
| Q1 2019 | $1,068,000 | +14.1% | 3,091 | 0.0% | 0.17% | -0.6% |
| Q4 2018 | $936,000 | -17.6% | 3,091 | 0.0% | 0.17% | -2.8% |
| Q3 2018 | $1,136,000 | +3.6% | 3,091 | 0.0% | 0.18% | -5.9% |
| Q2 2018 | $1,097,000 | +3.9% | 3,091 | 0.0% | 0.19% | -0.5% |
| Q1 2018 | $1,056,000 | -1.1% | 3,091 | 0.0% | 0.19% | +5.6% |
| Q4 2017 | $1,068,000 | +5.8% | 3,091 | 0.0% | 0.18% | -1.6% |
| Q3 2017 | $1,009,000 | +28.0% | 3,091 | +24.6% | 0.18% | +8.3% |
| Q2 2017 | $788,000 | +1.7% | 2,481 | 0.0% | 0.17% | -1.2% |
| Q1 2017 | $775,000 | +3.5% | 2,481 | 0.0% | 0.17% | +0.6% |
| Q4 2016 | $749,000 | -0.1% | 2,481 | -6.6% | 0.17% | +0.6% |
| Q3 2016 | $750,000 | +3.7% | 2,656 | 0.0% | 0.17% | +1.2% |
| Q2 2016 | $723,000 | +3.6% | 2,656 | 0.0% | 0.17% | +2.5% |
| Q1 2016 | $698,000 | +40.4% | 2,656 | +35.8% | 0.16% | +45.9% |
| Q4 2015 | $497,000 | -5.0% | 1,956 | -6.9% | 0.11% | -10.5% |
| Q3 2015 | $523,000 | -8.9% | 2,100 | 0.0% | 0.12% | 0.0% |
| Q2 2015 | $574,000 | -1.4% | 2,100 | 0.0% | 0.12% | -2.4% |
| Q1 2015 | $582,000 | +5.1% | 2,100 | 0.0% | 0.13% | +2.4% |
| Q4 2014 | $554,000 | +5.7% | 2,100 | 0.0% | 0.12% | +0.8% |
| Q3 2014 | $524,000 | -33.0% | 2,100 | -30.0% | 0.12% | -30.9% |
| Q2 2014 | $782,000 | +4.0% | 3,000 | 0.0% | 0.18% | +1.7% |
| Q1 2014 | $752,000 | +10.8% | 3,000 | 0.0% | 0.18% | -2.2% |
| Q3 2013 | $679,000 | +7.8% | 3,000 | 0.0% | 0.18% | -3.2% |
| Q2 2013 | $630,000 | – | 3,000 | – | 0.18% | – |
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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% |