SPDR S&P MidCap 400 ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.9k | 596.03 |
| 2025-06-30 | $1.1M | 1.9k | 566.48 |
| 2025-03-31 | $1.1M | 2.1k | 533.48 |
| 2024-12-31 | $1.3M | 2.2k | 569.58 |
| 2024-09-30 | $1.2M | 2.1k | 569.66 |
| 2024-06-30 | $1.2M | 2.2k | 535.08 |
| 2024-03-31 | $1.3M | 2.3k | 556.40 |
| 2023-12-31 | $1.2M | 2.4k | 507.38 |
| 2023-09-30 | $1.1M | 2.4k | 456.64 |
| 2023-06-30 | $1.2M | 2.4k | 478.91 |
| 2023-03-31 | $1.1M | 2.5k | 458.41 |
| 2022-12-31 | $1.2M | 2.7k | 442.79 |
| 2022-09-30 | $1.1M | 2.8k | 401.71 |
| 2022-06-30 | $1.2M | 2.8k | 414.89 |
| 2022-03-31 | $1.4M | 2.8k | 492.88 |
| 2021-12-31 | $1.4M | 2.8k | 519.04 |
| 2021-09-30 | $1.3M | 2.7k | 482.07 |
| 2021-06-30 | $1.3M | 2.7k | 492.44 |
| 2021-03-31 | $1.4M | 2.9k | 477.82 |
| 2020-12-31 | $1.0M | 2.5k | 421.31 |
| 2020-09-30 | $939k | 2.8k | 339.73 |
| 2020-06-30 | $998k | 3.1k | 326.57 |
| 2020-03-31 | $959k | 3.6k | 264.11 |
| 2019-12-31 | $1.3M | 3.5k | 376.78 |
| 2019-09-30 | $1.2M | 3.5k | 353.94 |
| 2019-06-30 | $1.3M | 3.5k | 357.38 |
| 2019-03-31 | $1.2M | 3.5k | 346.31 |
| 2018-12-31 | $1.1M | 3.5k | 304.00 |
| 2018-09-30 | $1.3M | 3.6k | 369.58 |
| 2018-06-30 | $1.4M | 4.0k | 357.18 |
| 2018-03-31 | $1.4M | 4.1k | 342.56 |
| 2017-12-31 | $1.5M | 4.4k | 346.68 |
| 2017-09-30 | $1.5M | 4.5k | 327.80 |
| 2017-06-30 | $1.5M | 4.7k | 318.23 |
| 2017-03-31 | $1.3M | 4.1k | 313.27 |
| 2016-12-31 | $1.1M | 3.7k | 303.00 |