SPDR S&P MidCap 400 ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $17M | 30k | 566.48 |
| 2025-03-31 | $17M | 31k | 533.47 |
| 2024-12-31 | $18M | 31k | 569.59 |
| 2024-09-30 | $19M | 33k | 569.66 |
| 2024-06-30 | $16M | 30k | 535.08 |
| 2024-03-31 | $16M | 28k | 556.39 |
| 2023-12-31 | $14M | 28k | 507.38 |
| 2023-09-30 | $14M | 30k | 456.64 |
| 2023-06-30 | $10M | 6.8k | 1467.80 |
| 2023-03-31 | $1.3M | 16k | 80.62 |
| 2022-12-31 | $3.9M | 8.9k | 442.79 |
| 2022-06-30 | $1.6M | 4.0k | 413.38 |
| 2022-03-31 | $2.0M | 4.0k | 490.40 |
| 2021-12-31 | $2.1M | 4.1k | 517.68 |
| 2021-09-30 | $1.9M | 25k | 75.32 |
| 2021-06-30 | $1.8M | 3.7k | 491.04 |
| 2021-03-31 | $1.8M | 3.8k | 475.96 |
| 2020-12-31 | $1.1M | 2.6k | 420.00 |
| 2020-09-30 | $850k | 2.5k | 338.65 |
| 2020-06-30 | $1.3M | 3.9k | 324.43 |
| 2020-03-31 | $1.1M | 4.1k | 262.96 |
| 2019-12-31 | $431k | 1.1k | 375.44 |
| 2019-09-30 | $358k | 1.0k | 352.02 |
| 2019-06-30 | $361k | 1.0k | 354.97 |