SPDR S&P MidCap 400 ETF shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $198k | 332 | 596.03 |
| 2025-06-30 | $188k | 332 | 566.48 |
| 2025-03-31 | $177k | 332 | 533.48 |
| 2024-12-31 | $189k | 332 | 569.58 |
| 2024-09-30 | $189k | 332 | 569.66 |
| 2024-06-30 | $178k | 332 | 535.08 |
| 2024-03-31 | $260k | 467 | 556.40 |
| 2023-12-31 | $313k | 617 | 507.38 |
| 2023-09-30 | $108k | 237 | 456.64 |
| 2023-06-30 | $119k | 248 | 478.91 |
| 2023-03-31 | $114k | 248 | 458.41 |
| 2022-12-31 | $110k | 248 | 442.79 |
| 2022-09-30 | $100k | 248 | 403.23 |
| 2022-06-30 | $103k | 248 | 415.32 |
| 2022-03-31 | $122k | 248 | 491.94 |
| 2021-12-31 | $128k | 248 | 516.13 |
| 2021-09-30 | $120k | 248 | 483.87 |
| 2021-06-30 | $122k | 248 | 491.94 |
| 2021-03-31 | $127k | 266 | 477.44 |
| 2020-12-31 | $110k | 270 | 407.41 |
| 2020-09-30 | $103k | 305 | 337.70 |
| 2020-06-30 | $130k | 395 | 329.11 |
| 2020-03-31 | $131k | 500 | 262.00 |
| 2019-12-31 | $66k | 175 | 377.14 |
More positions owned by Blue Bell Private Wealth Management
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