Precedent Wealth Partners »

SPDR S&P MidCap 400 ETF shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 6.0k 596.03
2025-06-30 $3.4M 6.0k 566.48
2025-03-31 $3.2M 6.0k 533.48
2024-12-31 $3.1M 5.5k 569.60
2024-09-30 $2.7M 4.7k 569.68
2024-06-30 $2.5M 4.7k 535.10
2024-03-31 $2.6M 4.7k 556.42
2023-12-31 $2.3M 4.6k 507.40