SPDR S&P MidCap 400 ETF shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 59k | 569.66 |
| 2024-06-30 | $32M | 59k | 535.08 |
| 2024-03-31 | $33M | 59k | 556.40 |
| 2023-12-31 | $29M | 58k | 507.38 |
| 2023-09-30 | $26M | 56k | 456.64 |
| 2023-06-30 | $27M | 56k | 478.91 |
| 2023-03-31 | $25M | 54k | 458.41 |
| 2022-12-31 | $23M | 53k | 442.79 |
| 2022-09-30 | $21M | 52k | 401.65 |
| 2022-06-30 | $22M | 54k | 413.50 |
| 2022-03-31 | $26M | 53k | 490.45 |
| 2021-12-31 | $27M | 52k | 517.68 |
| 2021-09-30 | $24M | 50k | 480.03 |
| 2021-06-30 | $24M | 48k | 491.00 |
| 2021-03-31 | $22M | 46k | 476.06 |
| 2020-12-31 | $18M | 43k | 419.06 |
| 2020-09-30 | $14M | 41k | 338.84 |
| 2020-06-30 | $12M | 38k | 324.47 |
| 2020-03-31 | $9.8M | 37k | 262.87 |
| 2019-12-31 | $16M | 42k | 375.37 |
| 2019-09-30 | $15M | 42k | 352.47 |
| 2019-06-30 | $15M | 41k | 354.61 |
| 2019-03-31 | $14M | 39k | 345.38 |
| 2018-12-31 | $10M | 34k | 302.68 |
| 2018-09-30 | $13M | 36k | 367.46 |
| 2018-06-30 | $12M | 35k | 355.01 |
| 2018-03-31 | $10M | 29k | 341.76 |
| 2017-12-31 | $8.7M | 25k | 345.41 |
| 2017-09-30 | $7.7M | 24k | 326.35 |
| 2017-06-30 | $7.2M | 23k | 317.64 |
| 2017-03-31 | $6.7M | 22k | 312.43 |
| 2016-12-31 | $6.2M | 21k | 301.73 |
| 2016-09-30 | $5.7M | 20k | 282.24 |
| 2016-06-30 | $5.4M | 20k | 272.22 |
| 2016-03-31 | $5.1M | 19k | 262.71 |
| 2015-12-31 | $4.6M | 18k | 254.00 |
| 2015-09-30 | $4.4M | 18k | 248.92 |
| 2015-06-30 | $4.6M | 17k | 273.19 |
| 2015-03-31 | $4.2M | 15k | 277.24 |
| 2014-12-31 | $3.7M | 14k | 263.95 |
| 2014-09-30 | $3.1M | 13k | 249.34 |
| 2014-06-30 | $3.2M | 12k | 260.56 |
| 2014-03-31 | $2.7M | 11k | 250.53 |
| 2013-12-31 | $2.4M | 9.9k | 244.16 |