Bordeaux Wealth Advisors »

SPDR S&P MidCap 400 ETF shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux 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 Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 19k 569.67
2024-06-30 $10M 19k 535.09
2024-03-31 $11M 19k 556.41
2023-12-31 $9.7M 19k 507.39
2023-09-30 $8.9M 20k 456.65
2023-06-30 $9.3M 20k 478.92
2023-03-31 $9.7M 21k 458.42
2022-12-31 $9.4M 21k 442.80
2022-09-30 $8.5M 21k 401.68
2022-06-30 $8.8M 21k 413.49
2022-03-31 $10M 21k 490.46
2021-12-31 $11M 21k 517.67
2021-09-30 $11M 22k 480.87
2021-06-30 $11M 23k 491.00
2021-03-31 $11M 23k 476.07
2020-12-31 $9.9M 24k 419.93