SPDR S&P MidCap 400 ETF shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence 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 Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $12M | 34k | 352.48 |
| 2020-06-30 | $9.5M | 29k | 324.49 |
| 2020-03-31 | $7.8M | 30k | 262.87 |
| 2019-12-31 | $12M | 34k | 352.48 |
| 2019-09-30 | $12M | 34k | 352.48 |
| 2019-06-30 | $12M | 34k | 354.59 |
| 2019-03-31 | $12M | 35k | 345.39 |
| 2018-12-31 | $11M | 36k | 302.66 |
| 2018-09-30 | $13M | 36k | 367.47 |
| 2018-06-30 | $14M | 39k | 355.03 |
| 2018-03-31 | $14M | 42k | 341.73 |
| 2017-12-31 | $17M | 50k | 345.40 |
| 2017-09-30 | $17M | 52k | 326.32 |
| 2017-06-30 | $18M | 59k | 312.42 |
| 2017-03-31 | $18M | 59k | 312.42 |
| 2016-12-31 | $17M | 58k | 301.73 |
| 2016-09-30 | $17M | 60k | 282.27 |
| 2016-06-30 | $17M | 62k | 272.24 |
| 2016-03-31 | $17M | 66k | 262.72 |
| 2015-12-31 | $17M | 67k | 254.04 |
| 2015-09-30 | $18M | 72k | 248.89 |
| 2015-06-30 | $21M | 77k | 273.20 |
| 2015-03-31 | $22M | 78k | 277.24 |
| 2014-12-31 | $21M | 80k | 263.98 |
| 2014-09-30 | $20M | 81k | 249.32 |
| 2014-06-30 | $22M | 83k | 260.56 |
| 2014-03-31 | $19M | 74k | 250.58 |
More positions owned by Confluence Wealth Management
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