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 csv Download as ExcelQuarterly 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 |