SPDR S&P MidCap 400 ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment 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 Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 5.5k | 595.99 |
| 2025-06-30 | $2.8M | 5.0k | 566.52 |
| 2025-03-31 | $2.5M | 4.8k | 533.45 |
| 2024-12-31 | $2.7M | 4.8k | 569.60 |
| 2024-09-30 | $2.7M | 4.8k | 569.69 |
| 2024-06-30 | $2.6M | 4.8k | 535.05 |
| 2024-03-31 | $2.6M | 4.7k | 556.39 |
| 2023-12-31 | $2.1M | 4.1k | 507.42 |
| 2023-09-30 | $1.9M | 4.1k | 456.60 |
| 2023-06-30 | $2.0M | 4.2k | 478.93 |
| 2023-03-31 | $1.9M | 4.2k | 458.38 |
| 2022-12-31 | $1.8M | 3.8k | 483.54 |
| 2022-09-30 | $1.5M | 3.8k | 401.68 |
| 2022-06-30 | $1.7M | 4.1k | 413.45 |
| 2022-03-31 | $1.8M | 3.7k | 490.47 |
| 2021-12-31 | $4.2M | 8.1k | 517.66 |
| 2021-09-30 | $1.9M | 4.0k | 480.91 |
| 2021-06-30 | $1.9M | 4.0k | 491.06 |
| 2021-03-31 | $1.9M | 3.9k | 476.02 |
| 2020-12-31 | $1.9M | 4.5k | 419.94 |
| 2020-09-30 | $528k | 1.6k | 338.90 |
| 2020-06-30 | $494k | 1.5k | 324.57 |
| 2020-03-31 | $430k | 1.6k | 262.84 |
| 2018-06-30 | $158k | 436 | 362.39 |
| 2018-03-31 | $35k | 101 | 346.53 |
| 2017-12-31 | $35k | 101 | 346.53 |
| 2015-09-30 | $18k | 71 | 253.52 |
More positions owned by Moneta Group Investment Advisors
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