SPDR S&P MidCap 400 ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $784k | 1.3k | 603.08 |
| 2025-09-30 | $858k | 1.4k | 595.83 |
| 2025-06-30 | $816k | 1.4k | 566.67 |
| 2025-03-31 | $1.0M | 1.9k | 533.23 |
| 2024-12-31 | $557k | 978 | 569.53 |
| 2024-09-30 | $559k | 982 | 569.25 |
| 2024-06-30 | $525k | 982 | 534.62 |
| 2024-03-31 | $546k | 982 | 556.01 |
| 2023-12-31 | $529k | 1.0k | 507.68 |
| 2023-09-30 | $485k | 1.1k | 456.69 |
| 2023-06-30 | $508k | 1.1k | 478.34 |
| 2023-03-31 | $487k | 1.1k | 458.57 |
| 2022-12-31 | $523k | 1.2k | 442.85 |
| 2022-09-30 | $474k | 1.2k | 401.35 |
| 2022-06-30 | $518k | 1.3k | 413.41 |
| 2022-03-31 | $666k | 1.4k | 490.43 |
| 2021-12-31 | $668k | 1.3k | 517.83 |
| 2021-09-30 | $591k | 1.2k | 480.49 |
| 2021-06-30 | $604k | 1.2k | 491.06 |
| 2021-03-31 | $583k | 1.2k | 475.92 |
| 2020-12-31 | $616k | 1.5k | 419.90 |
| 2020-09-30 | $550k | 1.6k | 339.09 |
| 2020-06-30 | $531k | 1.6k | 324.37 |
| 2020-03-31 | $445k | 1.7k | 263.00 |
| 2019-12-31 | $650k | 1.7k | 375.51 |
| 2019-09-30 | $615k | 1.7k | 352.44 |
| 2019-06-30 | $623k | 1.8k | 354.58 |
| 2019-03-31 | $612k | 1.8k | 345.57 |
| 2018-12-31 | $522k | 1.7k | 302.43 |
| 2018-09-30 | $561k | 1.5k | 367.63 |
| 2018-06-30 | $542k | 1.5k | 355.41 |
| 2018-03-31 | $521k | 1.5k | 341.64 |
| 2017-12-31 | $549k | 1.6k | 345.28 |
| 2017-09-30 | $533k | 1.6k | 326.19 |
| 2017-06-30 | $519k | 1.6k | 317.63 |
| 2017-03-31 | $502k | 1.6k | 312.58 |