SPDR S&P MidCap 400 ETF shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $919k | 1.6k | 569.46 |
| 2024-09-30 | $894k | 1.6k | 569.49 |
| 2024-06-30 | $804k | 1.5k | 534.94 |
| 2024-03-31 | $526k | 946 | 556.43 |
| 2023-12-31 | $428k | 843 | 507.60 |
| 2023-09-30 | $355k | 778 | 456.64 |
| 2023-06-30 | $356k | 743 | 478.91 |
| 2023-03-31 | $303k | 661 | 458.41 |
| 2022-12-31 | $313k | 706 | 442.79 |
| 2022-09-30 | $284k | 706 | 402.27 |
| 2022-06-30 | $292k | 706 | 413.60 |
| 2022-03-31 | $346k | 706 | 490.09 |
| 2021-12-31 | $369k | 713 | 517.53 |
| 2021-09-30 | $277k | 576 | 480.90 |
| 2021-06-30 | $283k | 576 | 491.32 |
| 2021-03-31 | $274k | 576 | 475.69 |
| 2020-12-31 | $255k | 576 | 442.71 |
| 2020-09-30 | $205k | 606 | 338.28 |
| 2019-12-31 | $241k | 642 | 375.39 |
| 2019-09-30 | $233k | 642 | 362.93 |