SPDR S&P MidCap 400 ETF shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 629 | 597.65 |
| 2025-06-30 | $358k | 629 | 568.28 |
| 2025-03-31 | $336k | 629 | 534.79 |
| 2024-12-31 | $360k | 629 | 571.66 |
| 2024-09-30 | $359k | 629 | 571.31 |
| 2024-06-30 | $338k | 629 | 537.08 |
| 2024-03-31 | $343k | 629 | 544.68 |
| 2023-12-31 | $320k | 629 | 509.27 |
| 2023-09-30 | $291k | 629 | 462.65 |
| 2023-06-30 | $312k | 629 | 495.89 |
| 2023-03-31 | $280k | 629 | 445.15 |
| 2022-12-31 | $280k | 629 | 444.46 |
| 2022-09-30 | $254k | 629 | 403.49 |
| 2022-06-30 | $261k | 629 | 414.89 |