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SPDR S&P MidCap 400 ETF shares owned by Halpern Financial

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial 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 Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $872k 1.6k 547.32
2023-12-31 $787k 1.6k 494.18
2023-09-30 $727k 1.6k 456.50
2023-06-30 $643k 1.3k 478.73
2023-03-31 $615k 1.3k 458.24
2022-12-31 $594k 1.3k 442.63
2022-09-30 $539k 1.3k 401.51
2022-06-30 $555k 1.3k 413.34
2022-03-31 $666k 1.4k 490.27
2021-12-31 $153k 296 517.68
2021-09-30 $142k 296 480.88
2021-06-30 $145k 296 491.01
2021-03-31 $141k 296 476.05
2020-12-31 $124k 296 419.92
2020-09-30 $100k 296 338.83
2020-06-30 $96k 296 324.49
2020-03-31 $78k 296 262.88
2019-12-31 $301k 802 375.46