SPDR S&P MidCap 400 ETF shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 2.0k | 569.58 |
| 2024-09-30 | $1.9M | 3.4k | 569.66 |
| 2024-06-30 | $1.8M | 3.4k | 535.08 |
| 2024-03-31 | $1.9M | 3.4k | 556.40 |
| 2023-12-31 | $1.7M | 3.4k | 507.38 |
| 2023-09-30 | $1.5M | 3.4k | 456.64 |
| 2023-06-30 | $1.6M | 3.4k | 478.91 |
| 2023-03-31 | $1.5M | 3.4k | 458.41 |
| 2022-12-31 | $1.5M | 3.4k | 442.79 |
| 2022-09-30 | $1.4M | 3.4k | 401.78 |
| 2022-06-30 | $1.4M | 3.4k | 413.63 |
| 2022-03-31 | $1.7M | 3.4k | 490.37 |
| 2021-12-31 | $1.7M | 3.4k | 517.63 |
| 2021-09-30 | $1.6M | 3.4k | 480.89 |
| 2021-06-30 | $1.7M | 3.4k | 490.96 |
| 2021-03-31 | $1.6M | 3.4k | 476.15 |
| 2020-12-31 | $1.4M | 3.4k | 420.03 |
| 2020-09-30 | $1.2M | 3.4k | 338.75 |
| 2020-06-30 | $1.1M | 3.4k | 324.53 |
| 2020-03-31 | $1.4M | 5.4k | 262.95 |
| 2019-12-31 | $3.4M | 9.1k | 375.36 |
| 2019-09-30 | $3.3M | 9.3k | 352.44 |
| 2019-06-30 | $3.6M | 10k | 354.64 |
| 2019-03-31 | $3.6M | 10k | 345.41 |
| 2018-12-31 | $3.0M | 10k | 302.69 |
| 2018-09-30 | $4.2M | 12k | 367.44 |
| 2018-06-30 | $2.7M | 7.7k | 355.04 |
| 2018-03-31 | $4.2M | 12k | 341.74 |
| 2017-12-31 | $4.0M | 12k | 345.43 |
| 2017-09-30 | $3.4M | 10k | 326.36 |
| 2017-06-30 | $3.0M | 9.5k | 317.65 |
| 2017-03-31 | $3.0M | 9.5k | 312.43 |
| 2016-12-31 | $3.0M | 10k | 301.73 |
| 2016-09-30 | $3.0M | 11k | 282.28 |
| 2016-06-30 | $2.9M | 11k | 272.19 |
| 2016-03-31 | $2.9M | 11k | 262.71 |
| 2015-12-31 | $3.1M | 12k | 254.05 |
| 2015-09-30 | $2.9M | 12k | 248.91 |
| 2015-06-30 | $3.1M | 11k | 273.19 |
| 2015-03-31 | $2.7M | 9.7k | 277.26 |
| 2014-12-31 | $2.4M | 9.2k | 263.92 |