SPDR S&P MidCap 400 ETF shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors 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 Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.4k | 596.00 |
| 2025-06-30 | $1.4M | 2.4k | 566.42 |
| 2025-03-31 | $1.3M | 2.5k | 533.39 |
| 2024-12-31 | $1.4M | 2.5k | 569.67 |
| 2024-09-30 | $1.4M | 2.5k | 569.75 |
| 2024-06-30 | $1.4M | 2.5k | 535.16 |
| 2024-03-31 | $1.4M | 2.6k | 556.49 |
| 2023-12-31 | $1.3M | 2.7k | 507.46 |
| 2023-09-30 | $1.2M | 2.7k | 456.71 |
| 2023-06-30 | $1.3M | 2.6k | 478.93 |
| 2023-03-31 | $1.2M | 2.6k | 458.43 |
| 2022-12-31 | $1.2M | 2.6k | 442.81 |
More positions owned by Beaumont Financial Advisors
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