SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,270,880 | +7.2% | 245,863 | +11.6% | 0.12% | -8.7% |
| Q2 2023 | $104,738,482 | +158088.9% | 220,210 | +49.8% | 0.13% | +23.3% |
| Q1 2023 | $66,211 | -9.1% | 146,998 | -10.6% | 0.10% | -7.2% |
| Q4 2022 | $72,809 | -99.8% | 164,432 | +80.3% | 0.11% | +88.1% |
| Q3 2022 | $36,894,000 | -1.2% | 91,213 | +2.0% | 0.06% | -4.8% |
| Q2 2022 | $37,354,000 | +40.7% | 89,426 | +67.7% | 0.06% | +82.4% |
| Q1 2022 | $26,551,000 | +72.4% | 53,337 | +79.1% | 0.03% | +88.9% |
| Q4 2021 | $15,397,000 | -51.3% | 29,778 | -60.5% | 0.02% | -64.0% |
| Q4 2020 | $31,613,000 | +109.6% | 75,373 | +68.2% | 0.05% | +38.9% |
| Q3 2020 | $15,085,000 | -61.5% | 44,807 | -63.3% | 0.04% | -66.0% |
| Q2 2020 | $39,160,000 | +212.8% | 122,183 | +159.3% | 0.11% | +178.9% |
| Q1 2020 | $12,521,000 | -68.4% | 47,116 | -56.2% | 0.04% | -56.3% |
| Q3 2018 | $39,573,000 | -7.4% | 107,692 | -13.8% | 0.09% | -14.7% |
| Q2 2018 | $42,716,000 | 0.0% | 125,000 | 0.0% | 0.10% | 0.0% |
| Q1 2018 | $42,716,000 | -63.4% | 125,000 | -65.0% | 0.10% | -77.1% |
| Q3 2017 | $116,659,000 | +28.8% | 357,490 | +25.3% | 0.45% | +7.2% |
| Q2 2017 | $90,593,000 | +13.0% | 285,412 | +11.2% | 0.42% | -5.7% |
| Q1 2017 | $80,145,000 | -1.3% | 256,611 | -4.7% | 0.44% | +10.5% |
| Q4 2016 | $81,208,000 | -39.3% | 269,140 | -43.7% | 0.40% | -36.0% |
| Q3 2016 | $133,727,000 | +9.2% | 477,870 | +4.4% | 0.62% | -9.8% |
| Q2 2016 | $122,463,000 | – | 457,889 | – | 0.69% | – |
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% |