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
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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 |
|---|---|---|---|
| 2025-09-30 | $656k | 1.1k | 596.03 |
| 2025-06-30 | $372k | 657 | 566.48 |
| 2024-12-31 | $362k | 635 | 569.58 |
| 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 |