SPDR S&P MidCap 400 ETF shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $246k | 538 | 456.64 |
2023-06-30 | $258k | 538 | 478.91 |
2023-03-31 | $247k | 538 | 458.41 |
2022-12-31 | $238k | 538 | 442.79 |
2022-09-30 | $216k | 538 | 401.49 |
2022-06-30 | $222k | 538 | 412.64 |
2022-03-31 | $264k | 538 | 490.71 |
2021-12-31 | $279k | 538 | 518.59 |
2021-09-30 | $287k | 597 | 480.74 |
2021-06-30 | $293k | 597 | 490.79 |
2021-03-31 | $295k | 597 | 494.14 |
2020-12-31 | $251k | 597 | 420.44 |
2020-09-30 | $202k | 597 | 338.36 |
2020-06-30 | $194k | 597 | 324.96 |
2020-03-31 | $141k | 538 | 262.08 |
2019-12-31 | $202k | 538 | 375.46 |
2019-09-30 | $199k | 566 | 351.59 |
2019-06-30 | $204k | 576 | 354.17 |
2019-03-31 | $216k | 626 | 345.05 |
2018-12-31 | $189k | 626 | 301.92 |
2018-09-30 | $230k | 626 | 367.41 |
2018-06-30 | $250k | 703 | 355.62 |
2018-03-31 | $211k | 616 | 342.53 |
2017-12-31 | $213k | 616 | 345.78 |
2017-09-30 | $203k | 621 | 326.89 |
2017-06-30 | $197k | 621 | 317.23 |
2017-03-31 | $194k | 621 | 312.40 |
2016-12-31 | $187k | 621 | 301.13 |
2016-09-30 | $175k | 621 | 281.80 |
2016-06-30 | $1.0k | 5 | 200.00 |
2016-03-31 | $1.0k | 5 | 200.00 |
2015-12-31 | $36k | 142 | 253.52 |
2015-09-30 | $114k | 459 | 248.37 |
2015-06-30 | $163k | 597 | 273.03 |
2015-03-31 | $166k | 597 | 278.06 |