SPDR S&P MidCap 400 ETF shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus 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 Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 16k | 596.04 |
| 2025-06-30 | $8.9M | 16k | 566.47 |
| 2025-03-31 | $8.4M | 16k | 533.48 |
| 2024-12-31 | $8.3M | 15k | 569.56 |
| 2024-09-30 | $8.1M | 14k | 569.66 |
| 2024-06-30 | $7.5M | 14k | 535.09 |
| 2024-03-31 | $7.8M | 14k | 556.40 |
| 2023-12-31 | $7.1M | 14k | 507.38 |
| 2023-09-30 | $6.5M | 14k | 456.66 |
| 2023-06-30 | $6.5M | 14k | 478.90 |
| 2023-03-31 | $6.0M | 13k | 458.41 |
| 2022-12-31 | $5.8M | 13k | 442.80 |
| 2022-09-30 | $5.3M | 13k | 401.67 |
| 2022-06-30 | $5.5M | 13k | 413.49 |
| 2022-03-31 | $6.4M | 13k | 490.48 |
| 2021-12-31 | $6.6M | 13k | 517.67 |
More positions owned by Montz Harcus Wealth Management
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