SPDR S&P MidCap 400 ETF shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 1.8k | 603.28 |
| 2025-09-30 | $723k | 1.2k | 596.03 |
| 2023-12-31 | $203k | 400 | 507.38 |
| 2022-12-31 | $281k | 635 | 442.79 |
| 2022-09-30 | $255k | 635 | 401.57 |
| 2022-06-30 | $263k | 635 | 414.17 |
| 2022-03-31 | $311k | 635 | 489.76 |
| 2021-12-31 | $357k | 689 | 518.14 |
| 2021-09-30 | $331k | 689 | 480.41 |