SPDR S&P MidCap 400 ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 926 | 598.80 |
| 2025-06-30 | $609k | 1.1k | 566.92 |
| 2025-03-31 | $574k | 1.1k | 533.79 |
| 2024-12-31 | $615k | 1.1k | 569.77 |
| 2024-09-30 | $615k | 1.1k | 569.73 |
| 2024-06-30 | $577k | 1.1k | 535.50 |
| 2024-03-31 | $510k | 916 | 556.83 |
| 2023-12-31 | $455k | 896 | 507.61 |
| 2021-12-31 | $200k | 387 | 516.80 |
| 2020-12-31 | $709k | 1.7k | 419.78 |
| 2020-09-30 | $572k | 1.7k | 338.66 |
| 2020-06-30 | $544k | 1.7k | 322.08 |
| 2020-03-31 | $444k | 1.7k | 262.88 |