SPDR S&P MidCap 400 ETF shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 835 | 597.65 |
| 2025-06-30 | $475k | 835 | 568.28 |
| 2025-03-31 | $447k | 835 | 534.79 |
| 2024-12-31 | $477k | 835 | 571.66 |
| 2024-09-30 | $477k | 835 | 571.31 |
| 2024-03-31 | $465k | 835 | 557.41 |
| 2023-12-31 | $425k | 835 | 509.27 |
| 2023-09-30 | $383k | 835 | 458.20 |
| 2023-06-30 | $401k | 835 | 480.42 |
| 2023-03-31 | $384k | 835 | 459.60 |
| 2022-12-31 | $371k | 835 | 444.31 |
| 2022-06-30 | $346k | 835 | 414.37 |
| 2022-03-31 | $410k | 835 | 491.02 |
| 2021-12-31 | $434k | 835 | 519.76 |