SPDR S&P MidCap 400 ETF shares owned by Wambolt & Associates
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Wambolt & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $232k | 405 | 573.66 |
| 2025-03-31 | $215k | 400 | 536.37 |
| 2024-12-31 | $283k | 496 | 569.58 |
| 2024-09-30 | $280k | 496 | 564.99 |
| 2024-03-31 | $221k | 400 | 552.38 |
| 2023-12-31 | $203k | 400 | 507.38 |
| 2023-06-30 | $220k | 460 | 478.91 |
| 2023-03-31 | $211k | 460 | 458.03 |
| 2022-12-31 | $204k | 460 | 442.79 |
| 2022-03-31 | $235k | 476 | 493.70 |
| 2021-12-31 | $308k | 595 | 517.65 |
| 2021-09-30 | $291k | 595 | 489.08 |
| 2021-06-30 | $295k | 595 | 495.80 |
| 2021-03-31 | $222k | 460 | 482.61 |