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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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 |