SPDR S&P MidCap 400 ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.4k | 569.76 |
| 2024-06-30 | $1.3M | 2.4k | 535.07 |
| 2024-03-31 | $1.4M | 2.6k | 556.32 |
| 2023-12-31 | $1.4M | 2.7k | 507.32 |
| 2023-09-30 | $1.3M | 2.9k | 456.59 |
| 2023-06-30 | $1.5M | 3.0k | 478.97 |
| 2023-03-31 | $1.6M | 3.5k | 458.39 |
| 2022-12-31 | $1.5M | 3.5k | 442.82 |
| 2022-09-30 | $1.4M | 3.5k | 401.56 |
| 2022-06-30 | $1.4M | 3.5k | 413.48 |
| 2022-03-31 | $1.7M | 3.6k | 490.43 |
| 2021-12-31 | $1.8M | 3.6k | 517.18 |
| 2021-09-30 | $1.7M | 3.6k | 480.84 |
| 2021-06-30 | $1.8M | 3.7k | 491.00 |
| 2021-03-31 | $1.9M | 4.0k | 475.93 |
| 2020-12-31 | $1.8M | 4.0k | 459.22 |