SPDR S&P MidCap 400 ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $127k | 250 | 509.27 |
| 2023-09-30 | $115k | 250 | 458.20 |
| 2023-06-30 | $120k | 250 | 480.42 |
| 2023-03-31 | $115k | 250 | 459.60 |
| 2022-12-31 | $111k | 250 | 444.46 |
| 2022-09-30 | $101k | 250 | 404.00 |
| 2022-06-30 | $104k | 250 | 416.00 |
| 2022-03-31 | $123k | 250 | 492.00 |
| 2021-12-31 | $129k | 250 | 516.00 |
| 2021-09-30 | $120k | 250 | 480.00 |
| 2021-06-30 | $123k | 250 | 492.00 |
| 2019-09-30 | $449k | 1.3k | 352.43 |
| 2019-06-30 | $452k | 1.3k | 354.79 |
| 2019-03-31 | $440k | 1.3k | 345.37 |
| 2018-12-31 | $386k | 1.3k | 302.98 |
| 2018-09-30 | $468k | 1.3k | 367.35 |
| 2018-06-30 | $452k | 1.3k | 354.79 |
| 2018-03-31 | $435k | 1.3k | 341.44 |
| 2017-12-31 | $440k | 1.3k | 345.37 |
| 2017-09-30 | $416k | 1.3k | 326.53 |
| 2017-06-30 | $405k | 1.3k | 317.90 |
| 2017-03-31 | $398k | 1.3k | 312.40 |
| 2016-12-31 | $386k | 1.3k | 301.80 |
| 2016-09-30 | $361k | 1.3k | 282.25 |
| 2016-06-30 | $348k | 1.3k | 272.09 |
| 2016-03-31 | $336k | 1.3k | 262.71 |
| 2015-12-31 | $325k | 1.3k | 254.10 |
| 2015-09-30 | $318k | 1.3k | 248.63 |
| 2015-06-30 | $349k | 1.3k | 272.87 |
| 2015-03-31 | $355k | 1.3k | 277.56 |
| 2014-12-31 | $338k | 1.3k | 264.27 |
| 2014-09-30 | $319k | 1.3k | 249.41 |
| 2014-06-30 | $333k | 1.3k | 260.36 |
| 2014-03-31 | $320k | 1.3k | 250.20 |