SPDR S&P MidCap 400 ETF shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $975k | 1.6k | 596.03 |
| 2025-06-30 | $926k | 1.6k | 566.48 |
| 2025-03-31 | $872k | 1.6k | 533.48 |
| 2024-12-31 | $932k | 1.6k | 569.58 |
| 2024-09-30 | $915k | 1.6k | 569.66 |
| 2024-06-30 | $679k | 1.3k | 535.08 |
| 2024-03-31 | $671k | 1.2k | 556.40 |
| 2023-12-31 | $635k | 1.3k | 507.38 |
| 2023-09-30 | $569k | 1.2k | 456.64 |
| 2023-06-30 | $666k | 1.4k | 478.91 |
| 2023-03-31 | $680k | 1.5k | 458.41 |
| 2022-12-31 | $658k | 1.5k | 442.79 |
| 2022-09-30 | $654k | 1.6k | 401.72 |
| 2022-06-30 | $668k | 1.6k | 413.62 |
| 2022-03-31 | $792k | 1.6k | 490.40 |
| 2021-12-31 | $836k | 1.6k | 517.65 |
| 2021-09-30 | $780k | 1.6k | 480.59 |
| 2021-06-30 | $797k | 1.6k | 491.07 |
| 2021-03-31 | $773k | 1.6k | 476.28 |
| 2020-12-31 | $682k | 1.6k | 420.21 |
| 2020-09-30 | $550k | 1.6k | 338.88 |
| 2020-06-30 | $527k | 1.6k | 324.71 |
| 2020-03-31 | $427k | 1.6k | 263.09 |
| 2019-12-31 | $609k | 1.6k | 375.23 |
| 2019-09-30 | $572k | 1.6k | 352.43 |
| 2019-06-30 | $558k | 1.6k | 354.74 |
| 2019-03-31 | $651k | 1.9k | 345.54 |
| 2018-12-31 | $570k | 1.9k | 302.55 |
| 2018-09-30 | $692k | 1.9k | 367.30 |
| 2018-06-30 | $669k | 1.9k | 355.10 |
| 2018-03-31 | $770k | 2.3k | 341.61 |
| 2017-12-31 | $779k | 2.3k | 345.61 |
| 2017-09-30 | $615k | 1.9k | 326.43 |