SPDR S&P MidCap 400 ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $516k | 855 | 603.28 |
| 2020-09-30 | $761k | 2.3k | 324.38 |
| 2020-06-30 | $761k | 2.3k | 324.38 |
| 2020-03-31 | $927k | 3.5k | 264.25 |
| 2019-12-31 | $21M | 55k | 376.11 |
| 2019-09-30 | $19M | 53k | 352.34 |
| 2019-06-30 | $29M | 83k | 354.59 |
| 2019-03-31 | $28M | 80k | 345.40 |
| 2018-12-31 | $25M | 82k | 302.77 |
| 2018-09-30 | $27M | 76k | 354.68 |
| 2018-06-30 | $27M | 76k | 354.71 |
| 2018-03-31 | $26M | 75k | 341.51 |
| 2017-12-31 | $26M | 74k | 345.25 |
| 2017-09-30 | $26M | 77k | 330.04 |
| 2017-06-30 | $23M | 71k | 317.57 |
| 2017-03-31 | $20M | 66k | 307.63 |
| 2016-12-31 | $18M | 59k | 303.35 |
More positions owned by Shepherd Financial Partners
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