SPDR S&P MidCap 400 ETF shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors 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 Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $385k | 676 | 569.66 |
| 2024-06-30 | $415k | 775 | 535.08 |
| 2024-03-31 | $453k | 814 | 556.40 |
| 2023-12-31 | $384k | 757 | 507.38 |
| 2023-09-30 | $374k | 819 | 456.64 |
| 2023-06-30 | $434k | 907 | 478.91 |
| 2023-03-31 | $416k | 907 | 458.41 |