SPDR S&P MidCap 400 ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $954k | 1.6k | 595.87 |
| 2025-06-30 | $905k | 1.6k | 566.63 |
| 2025-03-31 | $977k | 1.8k | 533.49 |
| 2024-12-31 | $1.1M | 1.9k | 569.46 |
| 2024-09-30 | $1.1M | 1.8k | 569.59 |
| 2024-06-30 | $986k | 1.8k | 535.10 |
| 2024-03-31 | $990k | 1.8k | 556.54 |
| 2023-12-31 | $1.0M | 2.0k | 507.43 |
| 2023-09-30 | $961k | 2.1k | 456.73 |
| 2023-06-30 | $1.0M | 2.1k | 478.88 |
| 2023-03-31 | $961k | 2.1k | 458.40 |
| 2022-12-31 | $914k | 2.1k | 442.73 |
| 2022-09-30 | $865k | 2.2k | 401.77 |
| 2022-06-30 | $889k | 2.1k | 413.68 |
| 2022-03-31 | $1.1M | 2.1k | 490.68 |
| 2021-12-31 | $1.1M | 2.1k | 517.48 |
| 2021-09-30 | $1.0M | 2.1k | 480.86 |
| 2021-06-30 | $922k | 1.9k | 491.21 |
| 2021-03-31 | $893k | 1.9k | 476.01 |
| 2020-12-31 | $640k | 1.5k | 419.67 |
| 2020-09-30 | $439k | 1.3k | 338.73 |
| 2020-06-30 | $387k | 1.2k | 323.85 |
| 2020-03-31 | $331k | 1.3k | 262.70 |
| 2019-12-31 | $513k | 1.4k | 375.27 |