SPDR S&P MidCap 400 ETF shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth 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 Balboa Wealth Partners 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 Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 9.2k | 596.06 |
| 2025-06-30 | $5.2M | 9.2k | 566.49 |
| 2025-03-31 | $4.9M | 9.1k | 533.48 |
| 2024-12-31 | $5.2M | 9.1k | 569.57 |
| 2024-09-30 | $5.2M | 9.1k | 569.64 |
| 2024-06-30 | $6.0M | 11k | 535.06 |
| 2024-03-31 | $5.1M | 9.1k | 556.43 |
| 2023-12-31 | $4.6M | 9.1k | 507.40 |
| 2023-09-30 | $4.3M | 9.5k | 456.66 |
| 2023-06-30 | $4.5M | 9.4k | 478.92 |
| 2023-03-31 | $5.1M | 11k | 458.42 |
| 2022-12-31 | $4.1M | 9.2k | 442.79 |
| 2022-09-30 | $3.8M | 9.6k | 401.63 |