SPDR S&P MidCap 400 ETF shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 10k | 596.03 |
| 2025-06-30 | $5.7M | 10k | 568.31 |
| 2025-03-31 | $5.0M | 9.4k | 533.49 |
| 2024-12-31 | $5.1M | 9.0k | 571.65 |
| 2024-09-30 | $4.6M | 8.0k | 571.26 |
| 2024-06-30 | $3.4M | 6.2k | 537.04 |
| 2024-03-31 | $3.0M | 5.5k | 557.37 |
| 2023-12-31 | $2.3M | 4.5k | 509.28 |
| 2023-09-30 | $2.1M | 4.5k | 458.19 |
| 2023-06-30 | $2.1M | 4.4k | 480.40 |
| 2023-03-31 | $2.7M | 5.9k | 459.54 |
| 2022-12-31 | $2.5M | 5.7k | 442.81 |
| 2022-09-30 | $2.3M | 5.7k | 405.36 |
| 2022-06-30 | $2.2M | 5.3k | 414.90 |
| 2022-03-31 | $2.4M | 5.0k | 492.70 |
| 2021-12-31 | $2.1M | 4.0k | 519.09 |
| 2021-09-30 | $761k | 1.6k | 482.22 |
| 2021-06-30 | $392k | 797 | 492.34 |