SPDR S&P MidCap 400 ETF shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov 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 Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.1k | 595.96 |
| 2025-06-30 | $1.7M | 3.1k | 566.49 |
| 2025-03-31 | $1.7M | 3.1k | 533.52 |
| 2024-12-31 | $1.6M | 2.9k | 569.58 |
| 2024-09-30 | $1.9M | 3.4k | 569.66 |
| 2024-06-30 | $1.8M | 3.4k | 535.08 |
| 2024-03-31 | $1.9M | 3.4k | 556.40 |
| 2023-12-31 | $1.7M | 3.4k | 507.38 |
| 2023-09-30 | $1.5M | 3.4k | 456.64 |
| 2023-06-30 | $1.6M | 3.4k | 478.91 |
| 2023-03-31 | $1.7M | 3.7k | 458.41 |
| 2022-12-31 | $1.7M | 3.8k | 442.79 |
| 2022-09-30 | $1.5M | 3.8k | 401.68 |
| 2022-06-30 | $1.6M | 3.8k | 413.50 |
| 2022-03-31 | $1.9M | 3.9k | 490.45 |
| 2021-12-31 | $2.0M | 3.9k | 517.70 |
| 2021-09-30 | $2.0M | 4.1k | 480.76 |
| 2021-06-30 | $2.1M | 4.2k | 491.07 |
| 2021-03-31 | $2.2M | 4.5k | 476.13 |
| 2020-12-31 | $1.9M | 4.6k | 419.91 |
| 2020-09-30 | $1.6M | 4.6k | 338.73 |
| 2020-06-30 | $1.6M | 4.8k | 324.39 |
| 2020-03-31 | $1.5M | 5.8k | 262.87 |
| 2019-12-31 | $2.2M | 5.9k | 375.38 |
| 2019-09-30 | $2.1M | 5.9k | 352.53 |
| 2019-06-30 | $2.1M | 5.9k | 354.55 |
| 2019-03-31 | $2.1M | 6.2k | 345.46 |
| 2018-12-31 | $1.8M | 6.1k | 302.71 |
| 2018-09-30 | $2.1M | 5.7k | 367.49 |
| 2018-06-30 | $2.1M | 5.8k | 355.04 |
| 2018-03-31 | $2.0M | 5.9k | 341.66 |
| 2017-12-31 | $2.0M | 5.9k | 345.42 |
| 2017-09-30 | $1.9M | 5.9k | 326.29 |
| 2017-06-30 | $1.9M | 6.0k | 317.57 |
| 2017-03-31 | $1.8M | 5.9k | 312.44 |
| 2016-12-31 | $1.9M | 6.2k | 301.73 |
| 2016-09-30 | $1.8M | 6.3k | 278.87 |
| 2016-06-30 | $1.8M | 6.4k | 272.78 |
| 2016-03-31 | $1.7M | 6.4k | 264.13 |