SPDR S&P MidCap 400 ETF shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock 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 Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.7k | 596.73 |
| 2025-06-30 | $951k | 1.6k | 579.56 |
| 2025-03-31 | $1.2M | 2.3k | 535.24 |
| 2024-12-31 | $1.4M | 2.4k | 584.05 |
| 2024-09-30 | $1.3M | 2.2k | 565.70 |
| 2024-06-30 | $1.1M | 2.2k | 529.85 |
| 2024-03-31 | $1.1M | 2.1k | 523.38 |
| 2023-12-31 | $965k | 2.0k | 493.90 |
More positions owned by Castle Rock Wealth Management
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