SPDR S&P MidCap 400 ETF shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental 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 Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.9M | 6.0k | 478.91 |
| 2023-03-31 | $2.8M | 6.1k | 458.41 |
| 2022-12-31 | $2.7M | 6.1k | 442.79 |
| 2022-09-30 | $2.5M | 6.1k | 401.70 |
| 2022-06-30 | $2.5M | 6.1k | 413.48 |
| 2022-03-31 | $3.0M | 6.1k | 490.42 |
| 2021-12-31 | $3.1M | 6.1k | 517.70 |
| 2021-09-30 | $3.0M | 6.3k | 480.84 |
| 2021-06-30 | $3.0M | 6.2k | 491.06 |
| 2021-03-31 | $3.1M | 6.5k | 476.06 |
| 2020-12-31 | $2.8M | 6.7k | 419.90 |
| 2020-09-30 | $2.9M | 8.3k | 352.41 |
| 2020-06-30 | $2.6M | 8.0k | 324.45 |
| 2020-03-31 | $2.2M | 8.3k | 262.91 |
| 2019-12-31 | $2.1M | 5.5k | 378.86 |
| 2019-09-30 | $2.9M | 8.3k | 352.41 |
| 2019-06-30 | $3.0M | 8.6k | 354.59 |
| 2019-03-31 | $3.1M | 8.9k | 345.38 |
| 2018-12-31 | $2.7M | 9.0k | 302.72 |
| 2018-09-30 | $4.4M | 12k | 367.48 |
| 2018-06-30 | $4.3M | 12k | 355.05 |
| 2018-03-31 | $4.0M | 12k | 341.70 |
| 2017-12-31 | $4.2M | 12k | 345.38 |
| 2017-09-30 | $3.7M | 11k | 326.31 |
| 2017-06-30 | $3.1M | 9.8k | 317.58 |
| 2017-03-31 | $1.8M | 5.8k | 312.49 |
| 2016-12-31 | $1.4M | 4.7k | 301.66 |
| 2016-09-30 | $1.1M | 3.7k | 282.24 |
| 2016-06-30 | $850k | 3.1k | 272.17 |
More positions owned by Intercontinental Wealth Advisors
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