SPDR S&P MidCap 400 ETF shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 977 | 595.55 |
| 2025-06-30 | $561k | 977 | 574.29 |
| 2025-03-31 | $510k | 977 | 521.79 |
| 2024-12-31 | $571k | 977 | 583.98 |
| 2024-09-30 | $560k | 977 | 573.32 |
| 2024-06-30 | $545k | 977 | 558.19 |
| 2024-03-31 | $615k | 1.1k | 547.89 |
| 2023-12-31 | $563k | 1.1k | 501.52 |
| 2023-09-30 | $569k | 1.3k | 443.35 |
| 2023-06-30 | $633k | 1.3k | 493.37 |
| 2023-03-31 | $588k | 1.3k | 458.35 |
| 2022-12-31 | $583k | 1.3k | 442.77 |
| 2022-09-30 | $586k | 1.5k | 401.37 |
| 2022-06-30 | $621k | 1.5k | 413.45 |
| 2022-03-31 | $719k | 1.5k | 490.12 |
| 2021-12-31 | $727k | 1.5k | 495.57 |
| 2021-09-30 | $703k | 1.5k | 481.18 |
| 2021-06-30 | $716k | 1.5k | 490.75 |