SPDR S&P MidCap 400 ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $990k | 1.8k | 556.54 |
2023-12-31 | $1.0M | 2.0k | 507.43 |
2023-09-30 | $961k | 2.1k | 456.73 |
2023-06-30 | $1.0M | 2.1k | 478.88 |
2023-03-31 | $961k | 2.1k | 458.40 |
2022-12-31 | $914k | 2.1k | 442.73 |
2022-09-30 | $865k | 2.2k | 401.77 |
2022-06-30 | $889k | 2.1k | 413.68 |
2022-03-31 | $1.1M | 2.1k | 490.68 |
2021-12-31 | $1.1M | 2.1k | 517.48 |
2021-09-30 | $1.0M | 2.1k | 480.86 |
2021-06-30 | $922k | 1.9k | 491.21 |
2021-03-31 | $893k | 1.9k | 476.01 |
2020-12-31 | $640k | 1.5k | 419.67 |
2020-09-30 | $439k | 1.3k | 338.73 |
2020-06-30 | $387k | 1.2k | 323.85 |
2020-03-31 | $331k | 1.3k | 262.70 |
2019-12-31 | $513k | 1.4k | 375.27 |