SPDR S&P MidCap 400 ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth 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 Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $370k | 649 | 569.66 |
| 2024-06-30 | $347k | 649 | 535.08 |
| 2024-03-31 | $361k | 649 | 556.40 |
| 2023-12-31 | $329k | 649 | 507.38 |
| 2023-09-30 | $296k | 649 | 456.64 |
| 2023-06-30 | $311k | 649 | 478.91 |
| 2023-03-31 | $298k | 649 | 458.41 |
| 2022-12-31 | $287k | 649 | 442.79 |