SPDR S&P MidCap 400 ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $538k | 872 | 617.09 |
| 2025-12-31 | $534k | 885 | 603.57 |
| 2025-09-30 | $528k | 885 | 596.29 |
| 2025-06-30 | $502k | 885 | 566.71 |
| 2025-03-31 | $347k | 650 | 533.75 |
| 2024-12-31 | $370k | 650 | 569.83 |
| 2024-09-30 | $370k | 650 | 569.88 |
| 2024-06-30 | $311k | 580 | 535.28 |
| 2024-03-31 | $323k | 580 | 556.59 |
| 2023-12-31 | $294k | 580 | 507.51 |
| 2023-09-30 | $305k | 667 | 456.72 |
| 2023-06-30 | $278k | 580 | 478.97 |
| 2023-03-31 | $266k | 580 | 458.45 |
| 2022-12-31 | $257k | 580 | 442.80 |
| 2022-09-30 | $233k | 580 | 401.72 |
| 2022-06-30 | $240k | 580 | 413.79 |
More positions owned by Forum Financial Management
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