SPDR S&P MidCap 400 ETF shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $914k | 1.5k | 594.92 |
| 2025-06-30 | $871k | 1.5k | 566.48 |
| 2025-03-31 | $820k | 1.5k | 533.48 |
| 2024-12-31 | $875k | 1.5k | 569.58 |
| 2024-09-30 | $876k | 1.5k | 569.66 |
| 2024-06-30 | $822k | 1.5k | 535.08 |
| 2024-03-31 | $864k | 1.6k | 556.40 |
More positions owned by Up Strategic Wealth Investment Advisors
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