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 | $1,865,374 | -4.7% | 4,085 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $1,956,347 | +4.0% | 4,085 | -0.5% | 0.03% | 0.0% |
| Q1 2023 | $1,881,773 | +103922.8% | 4,105 | +0.5% | 0.03% | +3.4% |
| Q4 2022 | $1,809 | -99.9% | 4,085 | 0.0% | 0.03% | +3.6% |
| Q3 2022 | $1,641,000 | -2.8% | 4,085 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $1,689,000 | -15.7% | 4,085 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $2,003,000 | -5.3% | 4,085 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $2,115,000 | +378.5% | 4,085 | +225.2% | 0.03% | +145.5% |
| Q3 2019 | $442,000 | -0.9% | 1,256 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $446,000 | +1.1% | 1,256 | -1.7% | 0.01% | -15.4% |
| Q1 2019 | $441,000 | +14.0% | 1,278 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $387,000 | -20.2% | 1,278 | -3.3% | 0.01% | -14.3% |
| Q3 2018 | $485,000 | +2.1% | 1,321 | -1.3% | 0.01% | -6.7% |
| Q2 2018 | $475,000 | +5.6% | 1,338 | +1.7% | 0.02% | 0.0% |
| Q1 2018 | $450,000 | +3.4% | 1,316 | +4.4% | 0.02% | +7.1% |
| Q4 2017 | $435,000 | -3.8% | 1,260 | -9.1% | 0.01% | -12.5% |
| Q3 2017 | $452,000 | – | 1,386 | – | 0.02% | – |
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% |