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
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |