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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,659,056 | -15.6% | 8,013 | -11.5% | 0.52% | -12.1% |
| Q2 2023 | $4,334,136 | -0.1% | 9,050 | -4.4% | 0.59% | -3.3% |
| Q1 2023 | $4,340,226 | -1.0% | 9,468 | -4.4% | 0.61% | -8.4% |
| Q4 2022 | $4,384,949 | +8.0% | 9,903 | -2.0% | 0.66% | +1.8% |
| Q3 2022 | $4,060,000 | -6.6% | 10,109 | -3.9% | 0.65% | -3.8% |
| Q2 2022 | $4,348,000 | -19.6% | 10,516 | -4.7% | 0.68% | -6.9% |
| Q1 2022 | $5,410,000 | +144.5% | 11,030 | +158.1% | 0.73% | +110.1% |
| Q4 2021 | $2,213,000 | +3.8% | 4,274 | -3.6% | 0.35% | -5.5% |
| Q3 2021 | $2,132,000 | -5.7% | 4,434 | -3.7% | 0.37% | -6.9% |
| Q2 2021 | $2,260,000 | +0.1% | 4,602 | -3.0% | 0.39% | -2.5% |
| Q1 2021 | $2,257,000 | -3.0% | 4,742 | -14.4% | 0.40% | -9.0% |
| Q4 2020 | $2,326,000 | +24.1% | 5,538 | +0.1% | 0.44% | +9.7% |
| Q3 2020 | $1,874,000 | -2.5% | 5,530 | -6.7% | 0.40% | -9.6% |
| Q2 2020 | $1,923,000 | +18.3% | 5,927 | -4.1% | 0.45% | -0.7% |
| Q1 2020 | $1,625,000 | -41.5% | 6,183 | -16.4% | 0.45% | -24.1% |
| Q4 2019 | $2,778,000 | +2.4% | 7,400 | -3.9% | 0.59% | -5.7% |
| Q3 2019 | $2,714,000 | -2.3% | 7,700 | -1.7% | 0.63% | -2.3% |
| Q2 2019 | $2,778,000 | – | 7,835 | – | 0.64% | – |
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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% |