SPDR S&P MidCap 400 ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors 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 Sax 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 Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $362k | 635 | 569.66 |
2024-06-30 | $279k | 521 | 535.08 |
2024-03-31 | $212k | 381 | 556.40 |
2021-12-31 | $1.6M | 3.1k | 517.69 |
2021-09-30 | $1.5M | 3.1k | 481.01 |
2021-06-30 | $1.5M | 3.1k | 491.07 |
2021-03-31 | $2.0M | 4.2k | 475.96 |
2020-12-31 | $1.3M | 3.1k | 419.99 |