SPDR S&P MidCap 400 ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 1.7k | 605.52 |
| 2025-09-30 | $231k | 387 | 597.65 |
| 2025-06-30 | $220k | 387 | 568.24 |
| 2025-03-31 | $202k | 377 | 534.79 |
| 2023-09-30 | $324k | 706 | 458.24 |
| 2023-06-30 | $300k | 625 | 480.48 |
| 2023-03-31 | $294k | 640 | 459.60 |
| 2022-12-31 | $619k | 1.4k | 444.33 |
| 2022-09-30 | $518k | 1.3k | 403.43 |
| 2022-06-30 | $527k | 1.3k | 414.63 |
| 2022-03-31 | $622k | 1.3k | 490.15 |
| 2021-12-31 | $604k | 1.2k | 517.57 |
| 2021-09-30 | $505k | 1.1k | 480.95 |
| 2021-06-30 | $515k | 1.1k | 490.48 |
| 2021-03-31 | $501k | 1.1k | 475.78 |
| 2020-12-31 | $421k | 1.0k | 420.16 |
| 2020-09-30 | $333k | 982 | 339.10 |
| 2020-06-30 | $441k | 1.4k | 324.26 |
More positions owned by Steel Peak Wealth Management
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