SPDR S&P MidCap 400 ETF shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.2k | 596.05 |
| 2025-06-30 | $934k | 1.6k | 566.48 |
| 2025-03-31 | $836k | 1.6k | 533.57 |
| 2024-12-31 | $895k | 1.6k | 569.73 |
| 2024-09-30 | $896k | 1.6k | 569.76 |
| 2024-06-30 | $914k | 1.7k | 535.06 |
| 2024-03-31 | $871k | 1.6k | 556.56 |
| 2023-12-31 | $700k | 1.4k | 507.32 |
| 2023-09-30 | $616k | 1.3k | 456.73 |
| 2023-06-30 | $721k | 1.5k | 478.87 |
| 2023-03-31 | $699k | 1.5k | 458.30 |
| 2022-12-31 | $691k | 1.6k | 443.23 |
| 2022-09-30 | $628k | 1.6k | 401.79 |
| 2022-06-30 | $630k | 1.5k | 413.39 |
| 2022-03-31 | $779k | 1.6k | 490.55 |
| 2021-12-31 | $816k | 1.6k | 517.77 |
| 2021-09-30 | $737k | 1.5k | 480.76 |
| 2021-06-30 | $762k | 1.6k | 490.66 |
| 2021-03-31 | $719k | 1.5k | 475.84 |
| 2020-12-31 | $641k | 1.5k | 420.05 |
| 2020-09-30 | $565k | 1.7k | 338.73 |
| 2020-06-30 | $543k | 1.7k | 324.57 |
| 2020-03-31 | $486k | 1.9k | 259.89 |
| 2019-12-31 | $910k | 2.4k | 373.41 |
| 2019-09-30 | $893k | 2.5k | 362.12 |
| 2019-06-30 | $851k | 2.5k | 346.50 |
| 2019-03-31 | $981k | 2.7k | 357.51 |
| 2018-12-31 | $881k | 2.8k | 316.34 |
| 2018-09-30 | $968k | 2.9k | 338.46 |
| 2018-06-30 | $1.0M | 2.9k | 355.05 |
| 2018-03-31 | $919k | 2.7k | 343.94 |
| 2017-12-31 | $841k | 2.4k | 351.44 |