SPDR S&P MidCap 400 ETF shares owned by Burns Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $744k | 1.3k | 569.39 |
| 2024-09-30 | $744k | 1.3k | 569.47 |
| 2024-06-30 | $699k | 1.3k | 534.90 |
| 2024-03-31 | $727k | 1.3k | 556.22 |
| 2023-09-30 | $546k | 1.2k | 456.47 |
| 2023-06-30 | $616k | 1.3k | 478.75 |
| 2023-03-31 | $589k | 1.3k | 458.26 |
| 2022-12-31 | $569k | 1.3k | 442.64 |
| 2022-09-30 | $484k | 1.2k | 401.33 |
| 2022-06-30 | $498k | 1.2k | 412.94 |
| 2022-03-31 | $640k | 1.3k | 490.05 |
| 2021-12-31 | $624k | 1.2k | 517.18 |
| 2021-09-30 | $532k | 1.1k | 481.01 |
| 2021-06-30 | $499k | 1.0k | 491.14 |
| 2021-03-31 | $483k | 1.0k | 475.39 |
| 2020-12-31 | $426k | 1.0k | 419.29 |
| 2020-09-30 | $374k | 1.1k | 338.16 |
| 2020-06-30 | $330k | 1.0k | 324.80 |
| 2020-03-31 | $267k | 1.0k | 262.80 |
| 2019-12-31 | $292k | 778 | 375.32 |
| 2019-09-30 | $274k | 778 | 352.19 |
| 2019-06-30 | $276k | 778 | 354.76 |
| 2019-03-31 | $303k | 878 | 345.10 |
| 2018-12-31 | $266k | 878 | 302.96 |
| 2018-09-30 | $218k | 594 | 367.00 |
| 2018-06-30 | $215k | 607 | 354.20 |
| 2018-03-31 | $246k | 719 | 342.14 |
| 2017-12-31 | $248k | 719 | 344.92 |