SPDR S&P MidCap 400 ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services 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 Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 377 | 596.03 |
| 2025-06-30 | $277k | 489 | 566.48 |
| 2024-12-31 | $226k | 377 | 598.53 |
| 2024-09-30 | $215k | 377 | 569.66 |
| 2024-06-30 | $202k | 377 | 535.08 |
| 2024-03-31 | $210k | 377 | 556.40 |
| 2023-12-31 | $572k | 1.1k | 507.38 |
| 2021-12-31 | $210k | 407 | 515.97 |
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