SPDR S&P MidCap 400 ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.4k | 569.66 |
| 2024-06-30 | $1.3M | 2.4k | 566.09 |
| 2024-03-31 | $1.5M | 2.9k | 522.76 |
| 2023-12-31 | $1.6M | 3.2k | 507.38 |
| 2023-09-30 | $1.6M | 3.5k | 456.64 |
| 2023-06-30 | $1.5M | 3.1k | 478.91 |
| 2023-03-31 | $1.4M | 3.1k | 458.41 |
| 2022-12-31 | $1.2M | 2.7k | 442.79 |
| 2022-09-30 | $74k | 184 | 402.17 |
| 2021-12-31 | $56k | 108 | 518.52 |
More positions owned by EverSource Wealth Advisors
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