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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -8.6% | 414 | -3.5% | 0.02% | 0.0% |
| Q4 2021 | $222,000 | +7.2% | 429 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -1.9% | 430 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +2.9% | 430 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $205,000 | -3.3% | 430 | -14.9% | 0.02% | -11.5% |
| Q4 2020 | $212,000 | +1313.3% | 505 | +1074.4% | 0.03% | +1200.0% |
| Q1 2019 | $15,000 | -68.1% | 43 | -71.3% | 0.00% | -80.0% |
| Q1 2017 | $47,000 | -37.3% | 150 | -40.0% | 0.01% | -23.1% |
| Q4 2016 | $75,000 | +78.6% | 250 | +66.7% | 0.01% | +62.5% |
| Q3 2016 | $42,000 | -55.3% | 150 | -58.0% | 0.01% | -55.6% |
| Q1 2016 | $94,000 | -11.3% | 357 | -14.8% | 0.02% | -18.2% |
| Q4 2015 | $106,000 | +16.5% | 419 | +15.1% | 0.02% | +10.0% |
| Q3 2015 | $91,000 | +3.4% | 364 | +13.0% | 0.02% | +25.0% |
| Q2 2015 | $88,000 | -2.2% | 322 | -0.6% | 0.02% | +23.1% |
| Q1 2015 | $90,000 | +4.7% | 324 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $86,000 | -7.5% | 324 | -13.4% | 0.01% | -6.7% |
| Q3 2014 | $93,000 | -6.1% | 374 | -1.3% | 0.02% | -6.2% |
| Q2 2014 | $99,000 | +2375.0% | 379 | +2426.7% | 0.02% | +1500.0% |
| Q1 2014 | $4,000 | – | 15 | – | 0.00% | – |
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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% |