SPDR S&P MidCap 400 ETF shares owned by Charter Research & Investment
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Charter Research & Investment
from 13F filings
Historical chart of Charter Research & Investment investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Charter Research & Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 6.2k | 596.06 |
| 2025-06-30 | $3.5M | 6.2k | 566.46 |
| 2025-03-31 | $3.3M | 6.3k | 533.50 |
| 2024-12-31 | $3.5M | 6.2k | 569.60 |
| 2024-09-30 | $3.6M | 6.3k | 569.68 |
| 2024-06-30 | $3.3M | 6.2k | 535.10 |
| 2024-03-31 | $3.5M | 6.3k | 556.42 |
| 2023-12-31 | $3.2M | 6.3k | 507.40 |
| 2023-09-30 | $2.9M | 6.3k | 456.66 |
| 2023-06-30 | $3.1M | 6.4k | 478.93 |
| 2023-03-31 | $2.9M | 6.2k | 458.43 |
| 2022-12-31 | $2.7M | 6.0k | 442.81 |
| 2022-09-30 | $2.4M | 6.0k | 401.70 |
| 2022-06-30 | $2.6M | 6.2k | 413.44 |
| 2022-03-31 | $3.1M | 6.3k | 490.49 |
| 2021-12-31 | $3.2M | 6.2k | 517.68 |
| 2021-09-30 | $2.9M | 6.1k | 480.88 |
| 2021-06-30 | $3.0M | 6.1k | 491.01 |
| 2021-03-31 | $2.9M | 6.1k | 476.07 |
| 2020-12-31 | $2.6M | 6.1k | 419.90 |
| 2020-09-30 | $2.0M | 5.8k | 338.81 |
| 2020-06-30 | $1.8M | 5.6k | 324.52 |
| 2020-03-31 | $1.5M | 5.6k | 262.92 |
| 2019-12-31 | $2.0M | 5.4k | 375.37 |
| 2019-09-30 | $1.8M | 5.1k | 352.56 |
| 2019-06-30 | $1.8M | 5.0k | 354.69 |
| 2019-03-31 | $1.7M | 5.0k | 345.43 |
| 2018-12-31 | $1.5M | 4.9k | 302.71 |
| 2018-09-30 | $1.8M | 4.8k | 367.38 |
| 2018-06-30 | $1.5M | 4.1k | 354.95 |
| 2018-03-31 | $1.4M | 4.0k | 341.79 |
| 2017-12-31 | $1.3M | 3.7k | 345.54 |
| 2016-09-30 | $896k | 3.2k | 282.38 |
| 2016-06-30 | $842k | 3.1k | 272.23 |
| 2016-03-31 | $742k | 2.8k | 262.84 |
| 2015-12-31 | $717k | 2.8k | 253.99 |
| 2015-09-30 | $632k | 2.5k | 249.01 |
| 2015-06-30 | $691k | 2.5k | 273.34 |
| 2015-03-31 | $699k | 2.5k | 277.38 |
| 2014-12-31 | $665k | 2.5k | 263.89 |
More positions owned by Charter Research & Investment
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