SPDR S&P MidCap 400 ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 8.6k | 596.03 |
| 2025-06-30 | $5.0M | 8.8k | 566.48 |
| 2025-03-31 | $1.6M | 2.9k | 533.48 |
| 2024-12-31 | $764k | 1.3k | 569.58 |
| 2024-09-30 | $764k | 1.3k | 569.66 |
| 2024-06-30 | $795k | 1.5k | 535.08 |
| 2024-03-31 | $872k | 1.6k | 556.40 |
| 2023-12-31 | $794k | 1.6k | 507.38 |
| 2023-09-30 | $715k | 1.6k | 456.64 |
| 2023-06-30 | $1.0M | 2.2k | 478.91 |
| 2023-03-31 | $303k | 660 | 458.41 |
| 2022-12-31 | $292k | 660 | 442.79 |
| 2022-09-30 | $353k | 880 | 401.14 |
| 2022-06-30 | $273k | 660 | 413.64 |
| 2022-03-31 | $426k | 868 | 490.78 |
| 2021-12-31 | $473k | 913 | 518.07 |
| 2021-09-30 | $328k | 683 | 480.23 |
| 2021-06-30 | $335k | 683 | 490.48 |
| 2021-03-31 | $325k | 683 | 475.84 |
| 2017-03-31 | $55k | 175 | 314.29 |