SPDR S&P MidCap 400 ETF shares owned by Compass Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.7k | 596.06 |
| 2025-06-30 | $1.6M | 2.8k | 566.51 |
| 2025-03-31 | $1.6M | 3.0k | 533.50 |
| 2024-12-31 | $1.7M | 3.0k | 569.60 |
| 2024-09-30 | $1.8M | 3.2k | 569.68 |
| 2024-06-30 | $1.8M | 3.3k | 535.10 |
| 2024-03-31 | $1.9M | 3.3k | 556.42 |
| 2023-12-31 | $1.7M | 3.4k | 507.39 |
| 2023-09-30 | $1.6M | 3.5k | 456.65 |
| 2023-06-30 | $1.8M | 3.8k | 478.92 |
| 2023-03-31 | $1.7M | 3.8k | 458.42 |
| 2022-12-31 | $1.7M | 3.9k | 442.80 |