SPDR S&P MidCap 400 ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $369k | 612 | 603.59 |
| 2025-09-30 | $467k | 784 | 596.14 |
| 2025-06-30 | $444k | 783 | 566.82 |
| 2025-03-31 | $444k | 832 | 533.45 |
| 2024-12-31 | $365k | 640 | 569.92 |
| 2024-09-30 | $592k | 1.0k | 569.62 |
| 2024-06-30 | $556k | 1.0k | 535.26 |
| 2024-03-31 | $771k | 1.4k | 556.42 |
| 2023-12-31 | $728k | 1.4k | 507.54 |
| 2023-09-30 | $655k | 1.4k | 456.60 |
| 2023-06-30 | $758k | 1.6k | 479.03 |
| 2023-03-31 | $701k | 1.5k | 458.40 |
| 2022-12-31 | $664k | 1.5k | 442.92 |
| 2022-09-30 | $594k | 1.5k | 401.62 |
| 2022-06-30 | $611k | 1.5k | 413.40 |
| 2022-03-31 | $725k | 1.5k | 490.53 |
| 2021-12-31 | $856k | 1.7k | 517.85 |
| 2021-09-30 | $697k | 1.4k | 481.02 |
| 2021-06-30 | $711k | 1.4k | 490.68 |
| 2021-03-31 | $690k | 1.4k | 476.19 |
| 2020-12-31 | $608k | 1.4k | 419.89 |
| 2020-09-30 | $433k | 1.3k | 338.81 |
| 2020-06-30 | $420k | 1.3k | 324.58 |
| 2020-03-31 | $317k | 1.2k | 262.63 |
| 2019-12-31 | $444k | 444 | 1000.00 |
| 2019-09-30 | $417k | 1.2k | 352.79 |
| 2019-06-30 | $240k | 676 | 355.03 |
| 2019-03-31 | $439k | 1.3k | 345.67 |
| 2018-12-31 | $389k | 1.3k | 302.49 |
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