SPDR S&P MidCap 400 ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Summit Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.5M | 6.5k | 535.11 |
2024-03-31 | $3.7M | 6.6k | 556.41 |
2023-12-31 | $3.3M | 6.6k | 507.36 |
2023-09-30 | $3.0M | 6.6k | 456.67 |
2023-06-30 | $3.2M | 6.7k | 478.90 |
2023-03-31 | $3.1M | 6.7k | 458.38 |
2022-12-31 | $3.0M | 6.7k | 442.80 |
2022-09-30 | $2.7M | 6.7k | 401.65 |
2022-06-30 | $2.8M | 6.7k | 413.50 |
2022-03-31 | $3.3M | 6.8k | 490.43 |
2021-12-31 | $3.5M | 6.8k | 517.68 |
2021-09-30 | $3.3M | 6.8k | 480.91 |
2021-06-30 | $3.3M | 6.8k | 491.02 |
2021-03-31 | $3.2M | 6.8k | 476.07 |
2020-12-31 | $2.9M | 6.8k | 419.90 |
2020-09-30 | $2.3M | 6.9k | 338.84 |
2020-06-30 | $2.3M | 7.1k | 324.47 |
2020-03-31 | $1.7M | 6.5k | 262.87 |
2019-12-31 | $2.1M | 5.7k | 375.35 |