SPDR S&P MidCap 400 ETF shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 416 | 595.98 |
| 2025-06-30 | $240k | 416 | 576.77 |
| 2025-03-31 | $234k | 439 | 533.32 |
| 2024-12-31 | $258k | 439 | 588.21 |
| 2024-09-30 | $250k | 439 | 569.12 |
| 2024-06-30 | $281k | 525 | 535.34 |
| 2024-03-31 | $292k | 525 | 556.51 |
| 2023-12-31 | $255k | 502 | 507.18 |
| 2023-09-30 | $269k | 590 | 456.42 |
| 2023-06-30 | $497k | 1.0k | 486.72 |
| 2023-03-31 | $469k | 1.0k | 458.53 |
| 2022-12-31 | $453k | 1.0k | 442.78 |
| 2022-09-30 | $384k | 956 | 401.67 |
| 2022-06-30 | $440k | 956 | 460.25 |