SPDR S&P MidCap 400 ETF shares owned by Genesis Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Genesis Wealth Advisors
from 13F filings
Historical chart of Genesis Wealth Advisors 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 Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Genesis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 961 | 596.04 |
| 2025-06-30 | $567k | 1.0k | 566.49 |
| 2025-03-31 | $577k | 1.1k | 533.49 |
| 2024-12-31 | $644k | 1.1k | 569.59 |
| 2015-06-30 | $2.3M | 8.6k | 273.20 |
| 2015-03-31 | $2.5M | 9.0k | 276.20 |
| 2014-12-31 | $2.5M | 9.2k | 276.03 |