SPDR S&P MidCap 400 ETF shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $704k | 1.2k | 597.97 |
| 2025-06-30 | $285k | 503 | 566.48 |
| 2025-03-31 | $268k | 503 | 533.48 |
| 2024-12-31 | $287k | 503 | 569.58 |
| 2024-09-30 | $287k | 503 | 569.66 |
| 2024-06-30 | $269k | 503 | 535.08 |
| 2024-03-31 | $280k | 503 | 556.40 |
| 2023-12-31 | $510k | 1.0k | 507.38 |
| 2023-09-30 | $230k | 503 | 456.64 |
| 2023-06-30 | $241k | 503 | 478.91 |
| 2023-03-31 | $231k | 503 | 458.41 |
| 2022-12-31 | $302k | 682 | 442.79 |