SPDR S&P MidCap 400 ETF shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric 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 Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $262k | 460 | 569.66 |
| 2024-06-30 | $246k | 460 | 535.08 |
| 2024-03-31 | $256k | 460 | 556.40 |
| 2023-12-31 | $233k | 460 | 507.38 |
| 2023-09-30 | $210k | 460 | 456.64 |
| 2023-06-30 | $220k | 460 | 478.91 |
| 2023-03-31 | $211k | 460 | 458.41 |
| 2022-12-31 | $204k | 460 | 442.79 |
| 2022-03-31 | $242k | 494 | 489.88 |
| 2021-12-31 | $256k | 494 | 518.22 |
| 2021-09-30 | $238k | 494 | 481.78 |
| 2021-06-30 | $243k | 494 | 491.90 |
| 2021-03-31 | $235k | 494 | 475.71 |
| 2020-12-31 | $207k | 494 | 419.03 |
More positions owned by Concentric Wealth Management
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