SPDR S&P MidCap 400 ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 21k | 596.03 |
| 2021-12-31 | $14M | 27k | 517.68 |
| 2021-09-30 | $13M | 27k | 480.88 |
| 2021-06-30 | $14M | 28k | 491.01 |
| 2021-03-31 | $13M | 28k | 476.05 |
| 2020-12-31 | $12M | 28k | 419.92 |
| 2020-09-30 | $9.7M | 29k | 338.83 |
| 2020-06-30 | $11M | 34k | 324.49 |
| 2020-03-31 | $9.8M | 37k | 262.88 |
| 2019-12-31 | $14M | 38k | 375.38 |