SPDR S&P MidCap 400 ETF shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 20k | 596.20 |
| 2025-06-30 | $9.8M | 17k | 566.70 |
| 2025-03-31 | $9.5M | 18k | 533.52 |
| 2024-12-31 | $10M | 18k | 569.64 |
| 2024-09-30 | $9.3M | 18k | 519.47 |
| 2024-06-30 | $6.2M | 12k | 535.10 |
| 2024-03-31 | $7.0M | 13k | 556.42 |
| 2022-03-31 | $234k | 478 | 489.54 |
| 2021-09-30 | $229k | 476 | 481.09 |
| 2021-06-30 | $241k | 490 | 491.84 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners