SPDR S&P MidCap 400 ETF shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $283k | 500 | 566.48 |
| 2025-03-31 | $267k | 500 | 533.48 |
| 2024-12-31 | $285k | 500 | 569.58 |
| 2024-09-30 | $285k | 500 | 569.66 |
| 2024-06-30 | $268k | 500 | 535.08 |
| 2024-03-31 | $278k | 500 | 556.40 |
| 2023-12-31 | $254k | 500 | 507.38 |
| 2023-09-30 | $228k | 500 | 456.64 |
| 2023-06-30 | $240k | 500 | 478.91 |
| 2023-03-31 | $229k | 500 | 458.41 |
| 2022-12-31 | $221k | 500 | 442.79 |
| 2022-09-30 | $240k | 500 | 480.00 |
| 2022-06-30 | $207k | 500 | 414.00 |
| 2022-03-31 | $245k | 500 | 490.00 |
| 2021-12-31 | $259k | 500 | 518.00 |
| 2021-09-30 | $240k | 500 | 480.00 |
| 2021-06-30 | $246k | 500 | 492.00 |
| 2021-03-31 | $238k | 500 | 476.00 |
| 2020-12-31 | $210k | 500 | 420.00 |
| 2020-09-30 | $170k | 500 | 340.00 |
| 2020-06-30 | $162k | 500 | 324.00 |
| 2020-03-31 | $149k | 564 | 264.18 |
| 2019-12-31 | $213k | 564 | 377.66 |
| 2019-09-30 | $200k | 564 | 354.61 |
| 2019-06-30 | $200k | 564 | 354.61 |
| 2019-03-31 | $195k | 564 | 345.74 |
| 2018-12-31 | $179k | 592 | 302.36 |
| 2018-09-30 | $218k | 592 | 368.24 |
| 2018-06-30 | $210k | 592 | 354.73 |
| 2018-03-31 | $202k | 592 | 341.22 |
| 2017-12-31 | $204k | 592 | 344.59 |
| 2017-09-30 | $193k | 592 | 326.01 |
| 2017-06-30 | $188k | 592 | 317.57 |
| 2017-03-31 | $185k | 592 | 312.50 |
| 2016-12-31 | $187k | 615 | 304.07 |