SPDR S&P MidCap 400 ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors 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 TruWealth Advisors 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 TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 2.3k | 556.48 |
2023-12-31 | $1.2M | 2.3k | 507.45 |
2023-09-30 | $1.1M | 2.4k | 456.70 |
2023-06-30 | $1.1M | 2.4k | 478.98 |
2023-03-31 | $1.1M | 2.4k | 458.47 |
2022-12-31 | $1.1M | 2.4k | 442.79 |
2022-09-30 | $966k | 2.4k | 401.50 |
2022-06-30 | $1.0M | 2.5k | 413.39 |
2022-03-31 | $1.2M | 2.4k | 490.57 |
2021-12-31 | $1.3M | 2.5k | 517.87 |
2021-09-30 | $1.2M | 2.5k | 480.77 |
2021-06-30 | $1.3M | 2.6k | 490.88 |
2021-03-31 | $1.7M | 3.6k | 476.12 |
2020-12-31 | $1.9M | 4.4k | 419.81 |