SPDR S&P MidCap 400 ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $988k | 1.7k | 595.86 |
| 2025-06-30 | $1.0M | 1.8k | 566.61 |
| 2025-03-31 | $962k | 1.8k | 533.33 |
| 2024-12-31 | $1.0M | 1.8k | 569.66 |
| 2024-09-30 | $1.0M | 1.8k | 569.73 |
| 2024-06-30 | $1.0M | 1.9k | 534.98 |
| 2024-03-31 | $1.9M | 3.4k | 556.32 |
| 2023-12-31 | $1.7M | 3.4k | 507.33 |
| 2023-09-30 | $1.8M | 3.9k | 456.58 |
| 2023-06-30 | $1.9M | 3.9k | 478.92 |
| 2023-03-31 | $1.8M | 3.9k | 458.41 |
| 2022-12-31 | $1.7M | 3.9k | 442.80 |
| 2022-09-30 | $1.6M | 4.1k | 401.77 |
| 2022-06-30 | $1.7M | 4.1k | 413.50 |
| 2022-03-31 | $1.9M | 4.0k | 490.55 |
| 2021-12-31 | $2.0M | 3.9k | 517.73 |