SPDR S&P MidCap 400 ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 747 | 597.92 |
| 2025-06-30 | $417k | 733 | 568.28 |
| 2025-03-31 | $394k | 737 | 534.79 |
| 2024-12-31 | $421k | 737 | 571.66 |
| 2024-09-30 | $426k | 746 | 571.31 |
| 2024-06-30 | $400k | 744 | 537.08 |
| 2024-03-31 | $413k | 740 | 557.41 |
| 2023-12-31 | $325k | 639 | 509.27 |
| 2023-09-30 | $352k | 768 | 458.40 |
| 2023-06-30 | $267k | 555 | 480.42 |
| 2023-03-31 | $253k | 551 | 459.60 |
| 2022-12-31 | $245k | 551 | 444.46 |
| 2022-09-30 | $222k | 551 | 402.90 |
| 2022-06-30 | $229k | 551 | 415.61 |
| 2022-03-31 | $271k | 551 | 491.83 |
| 2021-12-31 | $288k | 555 | 518.92 |
| 2021-09-30 | $265k | 551 | 480.94 |
| 2021-06-30 | $271k | 551 | 491.83 |
| 2021-03-31 | $265k | 555 | 477.48 |
| 2020-12-31 | $234k | 555 | 421.62 |