SPDR S&P MidCap 400 ETF shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $779k | 1.4k | 569.54 |
| 2024-06-30 | $750k | 1.4k | 535.10 |
| 2024-03-31 | $778k | 1.4k | 556.43 |
| 2023-12-31 | $708k | 1.4k | 507.43 |
| 2023-09-30 | $635k | 1.4k | 456.57 |
| 2023-06-30 | $766k | 1.6k | 478.93 |
| 2023-03-31 | $732k | 1.6k | 458.54 |
| 2022-12-31 | $745k | 1.7k | 442.84 |
| 2022-09-30 | $674k | 1.7k | 401.91 |
| 2022-06-30 | $692k | 1.7k | 413.63 |
| 2022-03-31 | $819k | 1.7k | 490.71 |
| 2021-12-31 | $864k | 1.7k | 517.68 |
| 2021-09-30 | $803k | 1.7k | 481.13 |
| 2021-06-30 | $819k | 1.7k | 490.71 |
| 2021-03-31 | $737k | 1.5k | 475.79 |
| 2020-12-31 | $650k | 1.5k | 419.63 |
| 2020-09-30 | $526k | 1.5k | 339.57 |
| 2020-06-30 | $507k | 1.6k | 324.38 |
| 2020-03-31 | $411k | 1.6k | 262.96 |
| 2019-12-31 | $592k | 1.6k | 375.40 |
| 2019-09-30 | $636k | 1.8k | 352.16 |
| 2019-06-30 | $685k | 1.9k | 354.55 |
| 2019-03-31 | $669k | 1.9k | 345.20 |
| 2018-12-31 | $644k | 2.1k | 302.49 |
| 2018-09-30 | $784k | 2.1k | 367.39 |
| 2018-03-31 | $755k | 2.2k | 341.78 |
| 2017-12-31 | $857k | 2.5k | 345.43 |
More positions owned by Holistic Financial Partners
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