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SPDR S&P MidCap 400 ETF shares owned by Andrews, Lucia Wealth Management

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Andrews, Lucia Wealth Management from 13F filings

Historical chart of Andrews, Lucia 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 Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $786k 1.5k 535.14
2024-06-30 $817k 1.5k 556.35
2024-03-31 $817k 1.5k 556.35
2023-12-31 $814k 1.6k 507.47
2023-09-30 $732k 1.6k 456.56
2023-06-30 $767k 1.6k 478.98
2023-03-31 $735k 1.6k 458.35
2022-12-31 $710k 1.6k 442.86
2022-09-30 $688k 1.7k 401.63
2022-06-30 $840k 1.7k 490.65
2022-03-31 $886k 1.7k 517.83
2021-12-31 $806k 1.6k 517.66