SPDR S&P MidCap 400 ETF shares owned by Wealth Alliance
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 1.7k | 603.28 |
| 2025-09-30 | $620k | 1.0k | 596.03 |
| 2025-06-30 | $377k | 665 | 566.48 |
| 2025-03-31 | $355k | 665 | 533.48 |
| 2024-12-31 | $539k | 947 | 569.58 |
| 2024-09-30 | $379k | 665 | 569.66 |
| 2024-06-30 | $414k | 773 | 535.08 |
| 2024-03-31 | $370k | 665 | 556.40 |
| 2023-12-31 | $337k | 665 | 507.38 |
| 2023-09-30 | $304k | 665 | 456.64 |
| 2023-06-30 | $319k | 665 | 478.91 |
| 2023-03-31 | $305k | 665 | 458.41 |
| 2022-12-31 | $414k | 934 | 442.79 |
| 2022-09-30 | $695k | 1.7k | 401.50 |
| 2022-06-30 | $1.2M | 3.0k | 413.63 |
| 2022-03-31 | $326k | 665 | 490.23 |
| 2021-12-31 | $344k | 665 | 517.29 |
| 2021-09-30 | $320k | 665 | 481.20 |
| 2021-06-30 | $327k | 665 | 491.73 |