SPDR S&P MidCap 400 ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.1k | 596.03 |
| 2025-06-30 | $1.2M | 2.1k | 566.48 |
| 2025-03-31 | $1.1M | 2.1k | 533.57 |
| 2024-12-31 | $1.2M | 2.1k | 569.67 |
| 2024-09-30 | $1.3M | 2.3k | 569.75 |
| 2024-06-30 | $1.2M | 2.3k | 535.16 |
| 2024-03-31 | $1.3M | 2.3k | 556.48 |
| 2023-12-31 | $1.2M | 2.3k | 507.45 |
| 2023-09-30 | $1.1M | 2.4k | 456.70 |
| 2023-06-30 | $1.1M | 2.4k | 478.98 |
| 2023-03-31 | $1.1M | 2.4k | 458.47 |
| 2022-12-31 | $1.1M | 2.4k | 442.79 |
| 2022-09-30 | $966k | 2.4k | 401.50 |
| 2022-06-30 | $1.0M | 2.5k | 413.39 |
| 2022-03-31 | $1.2M | 2.4k | 490.57 |
| 2021-12-31 | $1.3M | 2.5k | 517.87 |
| 2021-09-30 | $1.2M | 2.5k | 480.77 |
| 2021-06-30 | $1.3M | 2.6k | 490.88 |
| 2021-03-31 | $1.7M | 3.6k | 476.12 |
| 2020-12-31 | $1.9M | 4.4k | 419.81 |