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
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.3M | 17k | 566.49 |
| 2025-03-31 | $9.2M | 17k | 533.49 |
| 2024-12-31 | $9.9M | 17k | 569.59 |
| 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 |