SPDR S&P MidCap 400 ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 20k | 556.41 |
| 2023-12-31 | $10M | 20k | 507.39 |
| 2023-09-30 | $9.0M | 20k | 456.65 |
| 2023-06-30 | $9.6M | 20k | 478.92 |
| 2023-03-31 | $9.2M | 20k | 458.41 |
| 2022-12-31 | $8.9M | 20k | 442.78 |
| 2022-09-30 | $8.1M | 20k | 401.67 |
| 2022-06-30 | $8.3M | 20k | 413.46 |
| 2022-03-31 | $9.9M | 20k | 490.44 |
| 2021-12-31 | $11M | 20k | 517.67 |
| 2021-09-30 | $9.8M | 20k | 480.87 |
| 2021-06-30 | $10M | 20k | 490.99 |
| 2021-03-31 | $9.8M | 21k | 476.04 |
| 2020-12-31 | $8.7M | 21k | 419.91 |
| 2020-09-30 | $7.4M | 22k | 338.84 |
| 2020-06-30 | $7.1M | 22k | 324.47 |
| 2020-03-31 | $5.8M | 22k | 262.87 |
| 2019-12-31 | $8.5M | 23k | 375.40 |
| 2019-09-30 | $8.0M | 23k | 352.49 |
| 2019-06-30 | $8.1M | 23k | 354.61 |
| 2019-03-31 | $8.0M | 23k | 345.39 |
| 2018-12-31 | $7.0M | 23k | 302.66 |
| 2018-09-30 | $8.6M | 24k | 367.44 |
| 2018-06-30 | $5.2M | 15k | 355.02 |
| 2018-03-31 | $5.1M | 15k | 341.74 |
| 2017-12-31 | $5.1M | 15k | 345.38 |