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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 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
View all positions for Andrews, Lucia Wealth Management