SPDR S&P MidCap 400 ETF shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 618 | 596.03 |
| 2025-06-30 | $279k | 493 | 566.48 |
| 2025-03-31 | $263k | 493 | 533.48 |
| 2024-12-31 | $281k | 493 | 569.58 |
| 2024-09-30 | $281k | 493 | 569.66 |
| 2024-06-30 | $264k | 493 | 535.08 |
| 2023-12-31 | $250k | 493 | 507.38 |
| 2023-09-30 | $225k | 493 | 456.64 |
| 2023-06-30 | $236k | 493 | 478.91 |
| 2023-03-31 | $226k | 493 | 458.41 |
| 2022-12-31 | $218k | 493 | 442.79 |
| 2022-06-30 | $204k | 493 | 413.79 |
| 2022-03-31 | $242k | 493 | 490.87 |
| 2021-12-31 | $1.5M | 3.0k | 517.58 |
| 2021-09-30 | $237k | 493 | 480.73 |
| 2021-06-30 | $243k | 493 | 492.90 |
| 2021-03-31 | $470k | 962 | 488.57 |
| 2020-12-31 | $404k | 962 | 419.96 |
| 2020-09-30 | $349k | 962 | 362.79 |
| 2020-06-30 | $312k | 962 | 324.32 |
| 2020-03-31 | $253k | 962 | 262.99 |
| 2019-12-31 | $374k | 999 | 374.37 |
| 2019-09-30 | $341k | 999 | 341.34 |
| 2019-06-30 | $341k | 962 | 354.47 |
| 2019-03-31 | $339k | 966 | 350.93 |
| 2018-12-31 | $313k | 963 | 325.03 |
| 2018-09-30 | $342k | 962 | 355.51 |
| 2018-06-30 | $342k | 962 | 355.51 |
| 2018-03-31 | $329k | 962 | 342.00 |
| 2017-12-31 | $332k | 962 | 345.11 |
| 2017-09-30 | $314k | 962 | 326.40 |
| 2017-06-30 | $306k | 962 | 318.09 |
| 2017-03-31 | $301k | 962 | 312.89 |
| 2016-12-31 | $302k | 1.0k | 302.00 |