SPDR S&P MidCap 400 ETF shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 7.6k | 596.02 |
| 2025-06-30 | $4.6M | 8.1k | 566.47 |
| 2025-03-31 | $4.4M | 8.3k | 533.50 |
| 2024-12-31 | $4.4M | 7.4k | 588.61 |
| 2024-09-30 | $4.2M | 7.4k | 569.68 |
| 2024-06-30 | $3.6M | 6.8k | 535.09 |
| 2024-03-31 | $3.8M | 6.9k | 556.39 |
| 2023-12-31 | $3.8M | 7.5k | 507.42 |
| 2023-09-30 | $3.0M | 6.5k | 456.66 |
| 2023-06-30 | $2.9M | 6.1k | 478.87 |
| 2023-03-31 | $2.1M | 4.5k | 458.37 |
| 2022-12-31 | $1.8M | 4.1k | 442.84 |
| 2022-09-30 | $1.5M | 3.6k | 401.76 |
| 2022-06-30 | $1.5M | 3.6k | 413.56 |
| 2022-03-31 | $1.6M | 3.3k | 490.53 |
| 2021-12-31 | $1.4M | 2.7k | 517.47 |
| 2021-09-30 | $651k | 1.4k | 480.80 |
| 2021-06-30 | $1.5M | 3.0k | 491.03 |
| 2021-03-31 | $1.5M | 3.1k | 476.10 |
| 2020-12-31 | $1.2M | 3.0k | 420.05 |
| 2020-09-30 | $861k | 2.5k | 338.84 |
| 2020-06-30 | $767k | 2.4k | 324.45 |
| 2020-03-31 | $619k | 2.1k | 289.12 |
| 2019-12-31 | $748k | 2.0k | 374.00 |
| 2019-09-30 | $244k | 697 | 350.07 |
| 2019-06-30 | $284k | 802 | 354.11 |
| 2019-03-31 | $279k | 801 | 348.31 |
| 2018-12-31 | $249k | 799 | 311.64 |
| 2018-09-30 | $254k | 690 | 368.12 |
| 2018-03-31 | $36k | 105 | 342.86 |
| 2017-12-31 | $36k | 105 | 342.86 |
| 2017-09-30 | $34k | 105 | 323.81 |
| 2017-03-31 | $33k | 105 | 314.29 |
| 2016-12-31 | $33k | 105 | 314.29 |
| 2016-09-30 | $30k | 105 | 285.71 |
| 2011-09-30 | $1.5M | 3.6k | 401.76 |