SPDR S&P MidCap 400 ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $213k | 444 | 478.91 |
| 2023-03-31 | $204k | 444 | 458.41 |
| 2022-12-31 | $197k | 444 | 442.79 |
| 2022-09-30 | $178k | 444 | 400.90 |
| 2022-06-30 | $184k | 444 | 414.41 |
| 2022-03-31 | $218k | 444 | 490.99 |
| 2021-12-31 | $395k | 763 | 517.69 |
| 2021-09-30 | $367k | 763 | 481.00 |
| 2021-06-30 | $218k | 444 | 490.99 |
| 2021-03-31 | $211k | 444 | 475.23 |
| 2020-12-31 | $186k | 444 | 418.92 |
| 2020-09-30 | $150k | 444 | 337.84 |
| 2020-06-30 | $144k | 444 | 324.32 |
| 2020-03-31 | $117k | 444 | 263.51 |
| 2019-12-31 | $167k | 444 | 376.13 |
| 2019-09-30 | $156k | 444 | 351.35 |
| 2019-06-30 | $157k | 444 | 353.60 |
| 2019-03-31 | $157k | 454 | 345.81 |
| 2018-12-31 | $137k | 454 | 301.76 |
| 2018-09-30 | $163k | 444 | 367.12 |
| 2018-06-30 | $158k | 444 | 355.86 |
More positions owned by BerganKDV Wealth Management
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