Balboa Wealth Partners »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
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