SPDR S&P MidCap 400 ETF shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies 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 Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $369k | 767 | 481.10 |
| 2021-06-30 | $377k | 767 | 491.53 |
| 2021-03-31 | $365k | 767 | 475.88 |
| 2020-12-31 | $260k | 767 | 338.98 |
| 2020-09-30 | $263k | 767 | 342.89 |
| 2020-06-30 | $249k | 767 | 324.64 |
| 2020-03-31 | $219k | 767 | 285.53 |
| 2019-12-31 | $286k | 767 | 372.88 |
| 2019-09-30 | $270k | 767 | 352.02 |
| 2019-06-30 | $271k | 767 | 353.32 |
| 2019-03-31 | $269k | 767 | 350.72 |
| 2018-12-31 | $242k | 767 | 315.51 |
| 2018-09-30 | $255k | 767 | 332.46 |
| 2018-06-30 | $272k | 767 | 354.63 |
| 2018-03-31 | $262k | 767 | 341.59 |
| 2017-12-31 | $272k | 767 | 354.63 |