SPDR S&P MidCap 400 ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 1.9k | 556.40 |
| 2023-12-31 | $559k | 1.1k | 507.38 |
| 2023-09-30 | $306k | 669 | 456.64 |
| 2023-06-30 | $320k | 669 | 478.91 |
| 2023-03-31 | $307k | 669 | 458.41 |
| 2022-12-31 | $296k | 669 | 442.79 |
| 2022-09-30 | $222k | 552 | 402.17 |
| 2022-06-30 | $228k | 552 | 413.04 |
| 2022-03-31 | $271k | 552 | 490.94 |
| 2021-12-31 | $286k | 552 | 518.12 |
| 2021-09-30 | $310k | 644 | 481.37 |
| 2021-06-30 | $316k | 644 | 490.68 |
| 2021-03-31 | $307k | 644 | 476.71 |
| 2020-12-31 | $298k | 709 | 420.31 |
| 2020-09-30 | $240k | 709 | 338.50 |
| 2020-06-30 | $298k | 919 | 324.27 |
| 2020-03-31 | $186k | 709 | 262.34 |
| 2019-12-31 | $266k | 709 | 375.18 |
| 2019-09-30 | $250k | 709 | 352.61 |
| 2019-06-30 | $443k | 1.2k | 354.68 |
| 2019-03-31 | $449k | 1.3k | 345.65 |
| 2018-12-31 | $393k | 1.3k | 302.77 |
| 2018-09-30 | $492k | 1.3k | 367.71 |
| 2018-06-30 | $492k | 1.4k | 354.98 |
| 2018-03-31 | $474k | 1.4k | 341.99 |
| 2017-12-31 | $479k | 1.4k | 345.85 |
| 2017-09-30 | $452k | 1.4k | 326.35 |
| 2017-06-30 | $440k | 1.4k | 317.69 |
| 2017-03-31 | $418k | 1.4k | 301.81 |
| 2016-12-31 | $418k | 1.4k | 301.81 |
| 2016-09-30 | $391k | 1.4k | 282.51 |
| 2016-06-30 | $377k | 1.4k | 272.40 |
| 2016-03-31 | $364k | 1.4k | 263.01 |
| 2015-12-31 | $352k | 1.4k | 254.52 |
| 2015-09-30 | $187k | 750 | 249.33 |
| 2015-06-30 | $27k | 100 | 270.00 |
| 2015-03-31 | $28k | 100 | 280.00 |
| 2014-12-31 | $26k | 100 | 260.00 |
| 2014-09-30 | $25k | 100 | 250.00 |
| 2014-06-30 | $26k | 100 | 260.00 |