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
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.2k | 596.00 |
| 2025-06-30 | $1.9M | 3.3k | 566.42 |
| 2025-03-31 | $1.8M | 3.3k | 533.56 |
| 2024-12-31 | $1.9M | 3.3k | 569.61 |
| 2024-09-30 | $3.7M | 6.5k | 569.63 |
| 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 |