SPDR S&P MidCap 400 ETF shares owned by Summit Asset Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $660k | 1.1k | 596.03 |
| 2025-06-30 | $628k | 1.1k | 566.48 |
| 2025-03-31 | $399k | 748 | 533.48 |
| 2024-12-31 | $426k | 748 | 569.58 |
| 2024-09-30 | $426k | 748 | 569.66 |
| 2024-06-30 | $293k | 548 | 535.08 |
| 2024-03-31 | $322k | 578 | 556.40 |
| 2023-12-31 | $293k | 578 | 507.38 |
| 2023-09-30 | $264k | 578 | 456.64 |
| 2023-06-30 | $277k | 578 | 478.91 |
| 2023-03-31 | $265k | 578 | 458.41 |
| 2022-12-31 | $256k | 578 | 442.79 |
| 2022-09-30 | $232k | 578 | 401.38 |
| 2022-06-30 | $239k | 578 | 413.49 |
| 2022-03-31 | $283k | 578 | 489.62 |
| 2021-12-31 | $299k | 578 | 517.30 |
| 2021-09-30 | $278k | 578 | 480.97 |
| 2021-06-30 | $284k | 578 | 491.35 |
| 2021-03-31 | $270k | 568 | 475.35 |
| 2020-12-31 | $239k | 568 | 420.77 |