SPDR S&P MidCap 400 ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial 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 Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 392 | 597.75 |
| 2025-03-31 | $208k | 390 | 532.99 |
| 2024-12-31 | $228k | 390 | 583.55 |
| 2024-09-30 | $221k | 387 | 569.91 |
| 2024-06-30 | $206k | 386 | 534.81 |
| 2024-03-31 | $214k | 385 | 556.50 |
| 2022-12-31 | $821k | 1.9k | 442.79 |
| 2022-09-30 | $807k | 1.9k | 435.98 |
| 2022-06-30 | $814k | 1.9k | 440.00 |
| 2021-12-31 | $964k | 1.8k | 521.65 |
| 2021-03-31 | $774k | 1.8k | 419.74 |
| 2020-09-30 | $704k | 2.0k | 353.06 |
| 2020-06-30 | $644k | 2.0k | 323.29 |
| 2019-09-30 | $336k | 964 | 348.55 |
| 2019-06-30 | $341k | 962 | 354.47 |
| 2019-03-31 | $337k | 962 | 350.31 |
| 2018-09-30 | $205k | 600 | 341.67 |
| 2017-06-30 | $622k | 2.0k | 317.51 |
| 2017-03-31 | $613k | 2.0k | 312.44 |
| 2016-12-31 | $592k | 2.0k | 301.73 |
| 2016-09-30 | $554k | 2.0k | 282.36 |
| 2016-06-30 | $534k | 2.0k | 272.17 |
| 2016-03-31 | $515k | 2.0k | 262.49 |
| 2015-12-31 | $517k | 2.0k | 253.80 |
More positions owned by Summit Financial Wealth Advisors
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