SPDR S&P MidCap 400 ETF shares owned by River Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $738k | 1.3k | 569.66 |
| 2024-03-31 | $713k | 1.3k | 556.40 |
| 2023-12-31 | $679k | 1.3k | 507.38 |
| 2023-09-30 | $620k | 1.4k | 456.64 |
| 2023-06-30 | $752k | 1.6k | 479.04 |
| 2023-03-31 | $737k | 1.6k | 458.53 |
| 2022-12-31 | $721k | 1.6k | 442.91 |
| 2022-09-30 | $563k | 1.4k | 401.86 |
| 2022-06-30 | $579k | 1.4k | 413.28 |
| 2022-03-31 | $683k | 1.4k | 490.31 |
| 2021-12-31 | $671k | 1.3k | 518.15 |
| 2021-09-30 | $672k | 1.4k | 481.03 |
| 2021-06-30 | $456k | 929 | 490.85 |
| 2021-03-31 | $442k | 929 | 475.78 |
| 2020-12-31 | $408k | 970 | 420.62 |
| 2020-09-30 | $329k | 970 | 339.18 |
| 2020-06-30 | $315k | 970 | 324.74 |
| 2020-03-31 | $256k | 974 | 262.83 |
| 2019-12-31 | $1.2M | 3.1k | 375.41 |
| 2019-09-30 | $1.0M | 2.9k | 352.69 |
| 2019-06-30 | $1.0M | 2.9k | 354.62 |
| 2019-03-31 | $972k | 2.8k | 345.42 |
| 2018-12-31 | $857k | 2.8k | 302.72 |
| 2018-09-30 | $1.0M | 2.8k | 367.36 |
| 2018-06-30 | $1.0M | 2.8k | 355.00 |
| 2018-03-31 | $971k | 2.8k | 341.90 |
| 2017-12-31 | $1.0M | 3.0k | 345.61 |
| 2017-09-30 | $979k | 3.0k | 326.33 |
| 2017-06-30 | $1.0M | 3.2k | 317.75 |
| 2017-03-31 | $972k | 3.1k | 312.44 |
| 2016-12-31 | $939k | 3.1k | 301.83 |
| 2016-09-30 | $1.0M | 3.6k | 282.33 |
| 2016-06-30 | $982k | 3.6k | 272.32 |
| 2016-03-31 | $953k | 3.6k | 262.82 |
| 2015-12-31 | $925k | 3.6k | 254.05 |
| 2015-09-30 | $341k | 1.4k | 249.09 |
| 2015-06-30 | $351k | 1.3k | 273.36 |
| 2015-03-31 | $356k | 1.3k | 277.26 |