SPDR S&P MidCap 400 ETF shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by ORBA Wealth 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 ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $986k | 1.7k | 596.03 |
| 2025-06-30 | $956k | 1.7k | 566.48 |
| 2025-03-31 | $1.3M | 2.5k | 533.48 |
| 2024-12-31 | $1.4M | 2.5k | 569.58 |
| 2024-09-30 | $1.5M | 2.6k | 569.66 |
| 2024-06-30 | $1.4M | 2.7k | 535.08 |
| 2024-03-31 | $1.5M | 2.8k | 556.40 |
| 2023-12-31 | $1.5M | 2.9k | 507.38 |