SPDR S&P MidCap 400 ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management 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 Lyell Wealth Management 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 Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 2.3k | 556.40 |
2023-12-31 | $1.2M | 2.4k | 507.38 |
2023-09-30 | $1.1M | 2.4k | 456.64 |
2023-06-30 | $1.2M | 2.4k | 478.91 |
2023-03-31 | $1.1M | 2.5k | 458.41 |
2022-12-31 | $1.2M | 2.7k | 442.79 |
2022-09-30 | $1.1M | 2.8k | 401.71 |
2022-06-30 | $1.2M | 2.8k | 414.89 |
2022-03-31 | $1.4M | 2.8k | 492.88 |
2021-12-31 | $1.4M | 2.8k | 519.04 |
2021-09-30 | $1.3M | 2.7k | 482.07 |
2021-06-30 | $1.3M | 2.7k | 492.44 |
2021-03-31 | $1.4M | 2.9k | 477.82 |
2020-12-31 | $1.0M | 2.5k | 421.31 |
2020-09-30 | $939k | 2.8k | 339.73 |
2020-06-30 | $998k | 3.1k | 326.57 |
2020-03-31 | $959k | 3.6k | 264.11 |
2019-12-31 | $1.3M | 3.5k | 376.78 |
2019-09-30 | $1.2M | 3.5k | 353.94 |
2019-06-30 | $1.3M | 3.5k | 357.38 |
2019-03-31 | $1.2M | 3.5k | 346.31 |
2018-12-31 | $1.1M | 3.5k | 304.00 |
2018-09-30 | $1.3M | 3.6k | 369.58 |
2018-06-30 | $1.4M | 4.0k | 357.18 |
2018-03-31 | $1.4M | 4.1k | 342.56 |
2017-12-31 | $1.5M | 4.4k | 346.68 |
2017-09-30 | $1.5M | 4.5k | 327.80 |
2017-06-30 | $1.5M | 4.7k | 318.23 |
2017-03-31 | $1.3M | 4.1k | 313.27 |
2016-12-31 | $1.1M | 3.7k | 303.00 |