SPDR S&P MidCap 400 ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.5M | 11k | 507.42 |
| 2023-09-30 | $4.8M | 11k | 456.64 |
| 2023-06-30 | $5.1M | 11k | 478.92 |
| 2023-03-31 | $4.6M | 10k | 458.42 |
| 2022-12-31 | $4.4M | 9.9k | 442.80 |
| 2022-09-30 | $3.7M | 9.3k | 401.67 |
| 2022-06-30 | $3.4M | 8.2k | 413.48 |
| 2022-03-31 | $4.4M | 9.0k | 490.40 |
| 2021-12-31 | $3.4M | 6.5k | 517.65 |
More positions owned by HB Wealth Management
Home Depot (HD)
View all positions for HB Wealth Management