SPDR S&P MidCap 400 ETF shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $661k | 1.2k | 569.66 |
| 2024-06-30 | $621k | 1.2k | 535.08 |
| 2024-03-31 | $645k | 1.2k | 556.40 |
| 2023-09-30 | $530k | 1.2k | 456.64 |
| 2023-06-30 | $556k | 1.2k | 478.91 |
| 2023-03-31 | $532k | 1.2k | 458.41 |
| 2022-12-31 | $514k | 1.2k | 442.79 |
| 2022-09-30 | $466k | 1.2k | 401.72 |
| 2022-06-30 | $480k | 1.2k | 413.79 |
| 2022-03-31 | $569k | 1.2k | 490.52 |
| 2021-12-31 | $601k | 1.2k | 518.10 |
| 2021-09-30 | $557k | 1.2k | 480.17 |
| 2021-06-30 | $1.2M | 2.4k | 490.72 |
| 2021-03-31 | $1.2M | 2.4k | 497.47 |
| 2020-12-31 | $995k | 2.4k | 419.83 |