SPDR S&P MidCap 400 ETF shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth 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 BKD Wealth 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 BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.8k | 596.03 |
| 2025-06-30 | $1.6M | 2.8k | 566.48 |
| 2025-03-31 | $1.3M | 2.4k | 533.48 |
| 2024-12-31 | $1.4M | 2.5k | 569.58 |
| 2024-09-30 | $1.3M | 2.3k | 569.66 |
| 2024-06-30 | $1.2M | 2.3k | 535.08 |
| 2024-03-31 | $1.3M | 2.3k | 556.40 |
| 2023-12-31 | $915k | 1.8k | 507.38 |
| 2023-09-30 | $789k | 1.7k | 456.64 |
| 2023-06-30 | $827k | 1.7k | 478.91 |
| 2023-03-31 | $792k | 1.7k | 458.41 |
| 2022-12-31 | $852k | 1.9k | 442.79 |
| 2022-09-30 | $773k | 1.9k | 401.77 |
| 2022-06-30 | $795k | 1.9k | 413.20 |
| 2022-03-31 | $274k | 558 | 491.04 |
| 2021-12-31 | $289k | 558 | 517.92 |
| 2021-09-30 | $268k | 558 | 480.29 |
| 2021-06-30 | $294k | 598 | 491.64 |
| 2021-03-31 | $285k | 598 | 476.59 |
| 2020-12-31 | $251k | 598 | 419.73 |
| 2020-09-30 | $203k | 598 | 339.46 |
| 2019-12-31 | $234k | 623 | 375.60 |
| 2019-09-30 | $208k | 591 | 351.95 |
| 2019-06-30 | $203k | 573 | 354.28 |
| 2019-03-31 | $273k | 789 | 346.01 |
| 2018-12-31 | $233k | 771 | 302.20 |
| 2018-06-30 | $274k | 771 | 355.38 |
| 2018-03-31 | $270k | 771 | 350.19 |
| 2017-12-31 | $266k | 771 | 345.01 |
| 2017-09-30 | $252k | 771 | 326.85 |
| 2017-06-30 | $245k | 771 | 317.77 |
| 2017-03-31 | $241k | 771 | 312.58 |
| 2016-12-31 | $248k | 821 | 302.07 |
| 2016-09-30 | $232k | 821 | 282.58 |