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
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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 |
|---|---|---|---|
| 2025-09-30 | $824k | 1.4k | 595.88 |
| 2025-06-30 | $782k | 1.4k | 566.55 |
| 2025-03-31 | $837k | 1.5k | 569.66 |
| 2024-12-31 | $837k | 1.5k | 569.56 |
| 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 |
More positions owned by Andrews, Lucia Wealth Management
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