Peak Planning Group »

SPDR S&P MidCap 400 ETF shares owned by Peak Planning Group

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group 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 Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $676k 1.1k 616.54
2025-09-30 $738k 1.2k 596.12
2024-12-31 $763k 1.3k 569.73
2024-06-30 $1.1M 2.0k 535.01
2024-03-31 $914k 1.6k 556.37
2023-12-31 $866k 1.7k 507.52
2023-09-30 $791k 1.7k 456.66
2023-06-30 $816k 1.7k 478.97
2023-03-31 $684k 1.5k 458.42
2022-12-31 $507k 1.1k 442.67
2022-09-30 $319k 794 401.82
2022-06-30 $311k 752 413.58
2021-12-31 $389k 752 517.60
2021-09-30 $362k 752 480.73
2020-12-31 $353k 841 419.89
2020-09-30 $285k 841 338.64