SPDR S&P MidCap 400 ETF shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 19k | 596.02 |
| 2025-06-30 | $11M | 20k | 566.47 |
| 2025-03-31 | $12M | 23k | 533.47 |
| 2024-12-31 | $14M | 24k | 569.59 |
| 2024-09-30 | $14M | 25k | 569.65 |
| 2024-06-30 | $14M | 26k | 535.08 |
| 2024-03-31 | $15M | 27k | 556.39 |
| 2023-09-30 | $13M | 29k | 456.64 |
| 2023-06-30 | $14M | 29k | 478.91 |
| 2023-03-31 | $14M | 30k | 458.41 |
| 2022-12-31 | $14M | 31k | 442.80 |
| 2022-09-30 | $12M | 31k | 401.66 |
| 2022-06-30 | $13M | 32k | 413.56 |
| 2022-03-31 | $19M | 40k | 490.46 |
| 2021-12-31 | $24M | 46k | 517.66 |
| 2021-09-30 | $22M | 46k | 480.87 |
| 2021-06-30 | $24M | 48k | 491.01 |
| 2021-03-31 | $16M | 60k | 262.88 |
| 2020-12-31 | $21M | 50k | 419.92 |
| 2020-09-30 | $18M | 54k | 338.83 |
| 2020-06-30 | $19M | 57k | 324.49 |
| 2020-03-31 | $16M | 60k | 262.88 |
More positions owned by Wellspring Financial Advisors
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