Institute For Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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