SPDR S&P MidCap 400 ETF shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $200k | 325 | 616.76 |
| 2024-12-31 | $281k | 494 | 569.58 |
| 2024-09-30 | $281k | 494 | 569.66 |
| 2024-06-30 | $264k | 494 | 535.08 |
| 2024-03-31 | $275k | 494 | 556.40 |
| 2023-12-31 | $251k | 494 | 507.38 |
| 2023-09-30 | $226k | 494 | 456.64 |
| 2023-06-30 | $259k | 540 | 478.91 |
| 2023-03-31 | $248k | 540 | 458.41 |
| 2022-12-31 | $239k | 540 | 442.79 |
| 2022-09-30 | $224k | 543 | 412.52 |
| 2022-06-30 | $254k | 614 | 413.68 |
| 2022-03-31 | $301k | 614 | 490.23 |
| 2021-12-31 | $319k | 617 | 517.02 |
| 2021-09-30 | $318k | 661 | 481.09 |
| 2021-06-30 | $334k | 680 | 491.18 |
| 2021-03-31 | $324k | 680 | 476.47 |
| 2020-12-31 | $286k | 680 | 420.59 |
More positions owned by Morris Retirement Advisors
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