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 | $255,718 | -4.7% | 560 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $268,190 | +4.5% | 560 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $256,710 | +105978.5% | 560 | +2.4% | 0.02% | 0.0% |
| Q4 2022 | $242 | -99.9% | 547 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $220,000 | -2.7% | 547 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $226,000 | -15.7% | 547 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $268,000 | -5.3% | 547 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $283,000 | +7.6% | 547 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $263,000 | -2.2% | 547 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $269,000 | -3.6% | 547 | -6.8% | 0.02% | -8.0% |
| Q1 2021 | $279,000 | +10.7% | 587 | -2.2% | 0.02% | +4.2% |
| Q4 2020 | $252,000 | +21.2% | 600 | -2.4% | 0.02% | +9.1% |
| Q3 2020 | $208,000 | -19.7% | 615 | -22.9% | 0.02% | -24.1% |
| Q2 2020 | $259,000 | +22.2% | 798 | -1.2% | 0.03% | -3.3% |
| Q1 2020 | $212,000 | -30.0% | 808 | 0.0% | 0.03% | -11.8% |
| Q4 2019 | $303,000 | +5.2% | 808 | -1.2% | 0.03% | -2.9% |
| Q3 2019 | $288,000 | -0.7% | 818 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $290,000 | -6.8% | 818 | -9.2% | 0.03% | -10.5% |
| Q1 2019 | $311,000 | +13.9% | 901 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $273,000 | -17.5% | 901 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $331,000 | +63.9% | 901 | +58.3% | 0.04% | +50.0% |
| Q2 2018 | $202,000 | -1.5% | 569 | -4.2% | 0.03% | 0.0% |
| Q4 2017 | $205,000 | +1.5% | 594 | -4.0% | 0.03% | -3.7% |
| Q3 2017 | $202,000 | -0.5% | 619 | -3.1% | 0.03% | -3.6% |
| Q2 2017 | $203,000 | -6.5% | 639 | -25.2% | 0.03% | -17.6% |
| Q4 2015 | $217,000 | -1.8% | 854 | 0.0% | 0.03% | -5.6% |
| Q3 2015 | $221,000 | -5.2% | 854 | 0.0% | 0.04% | -2.7% |
| Q2 2015 | $233,000 | -2.1% | 854 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $238,000 | +10.2% | 854 | +4.3% | 0.04% | +8.6% |
| Q4 2014 | $216,000 | +2.4% | 819 | +1.2% | 0.04% | -2.8% |
| Q2 2014 | $211,000 | – | 809 | – | 0.04% | – |
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% |