SPDR S&P MidCap 400 ETF shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $637k | 1.1k | 569.66 |
| 2024-06-30 | $524k | 979 | 535.08 |
| 2024-03-31 | $545k | 979 | 556.40 |
| 2023-12-31 | $337k | 665 | 507.38 |
| 2023-09-30 | $304k | 665 | 456.64 |
| 2023-06-30 | $319k | 665 | 478.91 |
| 2023-03-31 | $305k | 665 | 458.41 |
| 2022-12-31 | $304k | 687 | 442.50 |
| 2022-09-30 | $304k | 756 | 402.12 |
| 2022-06-30 | $313k | 756 | 414.02 |
| 2022-03-31 | $371k | 756 | 490.74 |
| 2021-12-31 | $391k | 756 | 517.20 |
| 2021-09-30 | $364k | 756 | 481.48 |
| 2021-06-30 | $371k | 756 | 490.74 |
| 2021-03-31 | $360k | 756 | 476.19 |
| 2020-12-31 | $317k | 756 | 419.31 |
| 2016-12-31 | $413k | 1.4k | 301.68 |