SPDR S&P MidCap 400 ETF shares owned by ValMark Advisers
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.1k | 569.66 |
| 2024-06-30 | $1.4M | 2.6k | 535.08 |
| 2024-03-31 | $1.1M | 1.9k | 556.52 |
| 2023-12-31 | $909k | 1.8k | 507.32 |
| 2023-09-30 | $754k | 1.7k | 456.63 |
| 2023-06-30 | $734k | 1.5k | 478.78 |
| 2023-03-31 | $714k | 1.6k | 458.54 |
| 2022-12-31 | $661k | 1.5k | 442.73 |
| 2022-09-30 | $513k | 1.3k | 401.72 |
| 2022-06-30 | $523k | 1.3k | 413.77 |
| 2022-03-31 | $628k | 1.3k | 490.24 |
| 2021-12-31 | $694k | 1.3k | 517.52 |
| 2021-09-30 | $840k | 1.7k | 480.82 |
| 2021-06-30 | $860k | 1.8k | 490.87 |
| 2021-03-31 | $859k | 1.8k | 475.90 |
| 2020-12-31 | $792k | 1.9k | 419.71 |
| 2020-09-30 | $673k | 2.0k | 338.53 |
| 2020-06-30 | $625k | 1.9k | 324.34 |
| 2020-03-31 | $570k | 2.2k | 262.67 |
| 2019-12-31 | $804k | 2.1k | 375.17 |
| 2019-09-30 | $917k | 2.6k | 352.42 |
| 2019-06-30 | $918k | 2.6k | 354.58 |
| 2019-03-31 | $896k | 2.6k | 345.55 |
| 2018-12-31 | $774k | 2.6k | 302.82 |
| 2018-09-30 | $955k | 2.6k | 367.31 |
| 2018-06-30 | $796k | 2.2k | 355.04 |
| 2018-03-31 | $861k | 2.5k | 341.67 |
| 2017-12-31 | $606k | 1.8k | 345.30 |