SPDR S&P MidCap 400 ETF shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 891 | 596.17 |
| 2025-06-30 | $510k | 900 | 566.61 |
| 2025-03-31 | $480k | 900 | 533.60 |
| 2024-12-31 | $513k | 900 | 569.71 |
| 2024-09-30 | $513k | 900 | 569.79 |
| 2024-06-30 | $482k | 900 | 535.20 |
| 2024-03-31 | $501k | 900 | 556.53 |
| 2023-12-31 | $476k | 938 | 507.49 |
| 2023-09-30 | $440k | 964 | 456.74 |
| 2023-06-30 | $462k | 964 | 479.01 |
| 2023-03-31 | $442k | 964 | 458.61 |
| 2022-12-31 | $316k | 713 | 443.06 |