SPDR S&P MidCap 400 ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail 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 Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.5k | 597.71 |
| 2025-06-30 | $1.4M | 2.5k | 568.34 |
| 2025-03-31 | $1.3M | 2.5k | 534.84 |
| 2024-12-31 | $1.3M | 2.3k | 571.73 |
| 2024-09-30 | $1.2M | 2.1k | 571.38 |
| 2024-06-30 | $995k | 1.9k | 537.15 |
| 2024-03-31 | $1.0M | 1.9k | 557.49 |
| 2023-12-31 | $1.6M | 3.2k | 509.31 |
| 2023-09-30 | $1.5M | 3.2k | 458.23 |
| 2023-06-30 | $1.5M | 3.2k | 480.42 |
| 2023-03-31 | $751k | 1.6k | 459.60 |
| 2022-12-31 | $743k | 1.7k | 446.12 |
| 2022-09-30 | $765k | 1.9k | 404.98 |
| 2022-06-30 | $839k | 2.0k | 414.73 |
| 2022-03-31 | $1.0M | 2.0k | 492.64 |
| 2021-12-31 | $1.1M | 2.1k | 519.05 |
| 2021-09-30 | $1.0M | 2.1k | 482.39 |
| 2021-06-30 | $1.0M | 2.1k | 492.52 |
| 2021-03-31 | $1.0M | 2.2k | 477.02 |
| 2020-12-31 | $938k | 2.2k | 421.38 |
| 2020-09-30 | $746k | 2.0k | 377.53 |
| 2020-06-30 | $694k | 2.1k | 326.90 |
| 2020-03-31 | $694k | 2.6k | 264.08 |
| 2019-12-31 | $613k | 1.6k | 376.54 |
| 2019-09-30 | $328k | 927 | 353.83 |
| 2019-06-30 | $316k | 885 | 357.06 |
| 2019-03-31 | $313k | 904 | 346.24 |
| 2018-12-31 | $556k | 1.8k | 303.83 |
| 2018-09-30 | $676k | 1.8k | 369.40 |
| 2018-06-30 | $711k | 2.0k | 356.03 |
| 2018-03-31 | $284k | 284k | 1.00 |
| 2017-12-31 | $325k | 904 | 359.51 |