SPDR S&P MidCap 400 ETF shares owned by Novare Capital Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 541 | 596.03 |
| 2025-06-30 | $307k | 541 | 566.48 |
| 2025-03-31 | $315k | 591 | 533.48 |
| 2024-12-31 | $337k | 591 | 569.58 |
| 2024-09-30 | $337k | 591 | 569.66 |
| 2024-06-30 | $316k | 591 | 535.08 |
| 2024-03-31 | $368k | 661 | 556.40 |
| 2023-12-31 | $351k | 691 | 507.38 |
| 2023-09-30 | $316k | 691 | 456.64 |
| 2023-06-30 | $340k | 710 | 478.91 |
| 2023-03-31 | $326k | 710 | 458.41 |
| 2022-12-31 | $314k | 710 | 442.79 |
| 2022-09-30 | $287k | 714 | 401.96 |
| 2022-06-30 | $299k | 722 | 414.13 |
| 2022-03-31 | $354k | 722 | 490.30 |
| 2021-12-31 | $374k | 722 | 518.01 |
| 2021-09-30 | $350k | 728 | 480.77 |
| 2021-06-30 | $357k | 728 | 490.38 |
| 2021-03-31 | $306k | 728 | 420.33 |
| 2020-12-31 | $306k | 728 | 420.33 |
| 2020-09-30 | $247k | 728 | 339.29 |
| 2020-06-30 | $243k | 748 | 324.87 |
| 2019-12-31 | $214k | 570 | 375.44 |
| 2019-09-30 | $201k | 570 | 352.63 |
| 2019-06-30 | $202k | 570 | 354.39 |
| 2018-09-30 | $213k | 580 | 367.24 |
| 2018-06-30 | $206k | 580 | 355.17 |
| 2018-03-31 | $219k | 640 | 342.19 |
| 2017-12-31 | $242k | 700 | 345.71 |
| 2017-09-30 | $232k | 710 | 326.76 |
| 2017-06-30 | $229k | 720 | 318.06 |
| 2017-03-31 | $245k | 785 | 312.10 |
| 2016-12-31 | $237k | 785 | 301.91 |
| 2016-09-30 | $220k | 780 | 282.05 |
| 2016-06-30 | $223k | 820 | 271.95 |
| 2016-03-31 | $213k | 810 | 262.96 |
| 2015-12-31 | $213k | 840 | 253.57 |
| 2015-09-30 | $209k | 840 | 248.81 |
| 2015-06-30 | $229k | 840 | 272.62 |
| 2015-03-31 | $233k | 840 | 277.38 |
| 2014-12-31 | $230k | 870 | 264.37 |
| 2014-09-30 | $217k | 870 | 249.43 |
| 2014-06-30 | $227k | 870 | 260.92 |
| 2014-03-31 | $234k | 935 | 250.27 |
| 2013-12-31 | $255k | 1.0k | 244.02 |
| 2013-09-30 | $242k | 1.1k | 226.17 |