SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,477,252 | -9.2% | 5,575 | -2.2% | 0.03% | -3.4% |
| Q2 2023 | $2,728,830 | +2.6% | 5,698 | -1.8% | 0.03% | -3.3% |
| Q1 2023 | $2,660,152 | +49.1% | 5,803 | +44.0% | 0.03% | +36.4% |
| Q4 2022 | $1,784,444 | +10.2% | 4,030 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $1,619,000 | -2.8% | 4,030 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $1,666,000 | -8.4% | 4,030 | +8.7% | 0.02% | +5.3% |
| Q1 2022 | $1,819,000 | -9.3% | 3,708 | -4.3% | 0.02% | +5.6% |
| Q4 2021 | $2,006,000 | +7.7% | 3,875 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,863,000 | -2.7% | 3,875 | -0.6% | 0.02% | -5.3% |
| Q2 2021 | $1,915,000 | +18.4% | 3,900 | +14.7% | 0.02% | +5.6% |
| Q1 2021 | $1,618,000 | -1.4% | 3,399 | -13.0% | 0.02% | 0.0% |
| Q4 2020 | $1,641,000 | +49.2% | 3,909 | +20.5% | 0.02% | +28.6% |
| Q3 2020 | $1,100,000 | +41.8% | 3,245 | +35.8% | 0.01% | +27.3% |
| Q2 2020 | $776,000 | +23.6% | 2,390 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $628,000 | -27.0% | 2,390 | +4.4% | 0.01% | -8.3% |
| Q4 2019 | $860,000 | +6.6% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $807,000 | -0.6% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $812,000 | +2.7% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $791,000 | +4.4% | 2,290 | -8.6% | 0.01% | -14.3% |
| Q4 2018 | $758,000 | -17.6% | 2,505 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $920,000 | -3.9% | 2,505 | -7.1% | 0.02% | -11.8% |
| Q2 2018 | $957,000 | -11.1% | 2,695 | -14.5% | 0.02% | -15.0% |
| Q1 2018 | $1,077,000 | +5.3% | 3,151 | +6.4% | 0.02% | +5.3% |
| Q4 2017 | $1,023,000 | -1.9% | 2,961 | -7.4% | 0.02% | -5.0% |
| Q3 2017 | $1,043,000 | +18.8% | 3,196 | +16.6% | 0.02% | +17.6% |
| Q2 2017 | $878,000 | +2.6% | 2,740 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $856,000 | +65.6% | 2,740 | +59.8% | 0.02% | +50.0% |
| Q4 2016 | $517,000 | +6.8% | 1,715 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $484,000 | -5.7% | 1,715 | -9.0% | 0.01% | -8.3% |
| Q2 2016 | $513,000 | +36.4% | 1,885 | +31.8% | 0.01% | +33.3% |
| Q1 2016 | $376,000 | +3.6% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $363,000 | +9.7% | 1,430 | +18.2% | 0.01% | +12.5% |
| Q3 2015 | $331,000 | 0.0% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $331,000 | -1.2% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $335,000 | -47.5% | 1,210 | -50.0% | 0.01% | 0.0% |
| Q4 2014 | $638,000 | +111.3% | 2,420 | +100.0% | 0.01% | 0.0% |
| Q3 2014 | $302,000 | -4.1% | 1,210 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $315,000 | +4.0% | 1,210 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $303,000 | +2.7% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $295,000 | – | 1,210 | – | 0.01% | – |
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% |