SPDR S&P MidCap 400 ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $1.2M | 2.9k | 419.82 |
| 2020-09-30 | $734k | 2.2k | 338.72 |
| 2020-06-30 | $703k | 2.2k | 324.41 |
| 2020-03-31 | $570k | 2.2k | 263.04 |
| 2019-12-31 | $847k | 2.3k | 375.28 |
| 2019-09-30 | $764k | 2.2k | 352.56 |
| 2019-06-30 | $768k | 2.2k | 354.41 |
| 2019-03-31 | $753k | 2.2k | 345.25 |
| 2018-12-31 | $670k | 2.2k | 302.89 |
| 2018-09-30 | $813k | 2.2k | 367.54 |
| 2018-06-30 | $793k | 2.2k | 354.97 |
| 2018-03-31 | $786k | 2.4k | 326.28 |
| 2017-12-31 | $827k | 2.4k | 345.45 |
| 2017-09-30 | $786k | 2.4k | 326.28 |
| 2017-06-30 | $814k | 2.6k | 317.47 |
| 2017-03-31 | $801k | 2.6k | 312.40 |
| 2016-12-31 | $743k | 2.5k | 301.54 |
| 2016-09-30 | $696k | 2.5k | 282.47 |
| 2016-06-30 | $671k | 2.5k | 272.32 |
| 2016-03-31 | $647k | 2.5k | 262.58 |
| 2015-12-31 | $645k | 2.5k | 254.04 |
| 2015-09-30 | $534k | 2.1k | 248.72 |
| 2015-06-30 | $696k | 2.5k | 273.26 |
| 2015-03-31 | $624k | 2.3k | 277.21 |
| 2014-12-31 | $594k | 2.3k | 263.88 |
| 2014-09-30 | $561k | 2.3k | 249.22 |
| 2014-06-30 | $587k | 2.3k | 260.77 |
| 2014-03-31 | $564k | 2.3k | 250.56 |
| 2013-12-31 | $550k | 2.3k | 244.34 |
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