SPDR S&P MidCap 400 ETF shares owned by West Branch Capital
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 50 | 596.04 |
| 2025-06-30 | $28k | 50 | 566.48 |
| 2025-03-31 | $27k | 50 | 533.48 |
| 2024-12-31 | $29k | 50 | 569.58 |
| 2024-09-30 | $29k | 50 | 569.66 |
| 2024-06-30 | $27k | 50 | 535.08 |
| 2024-03-31 | $28k | 50 | 556.40 |
| 2023-12-31 | $25k | 50 | 507.38 |
| 2022-09-30 | $20k | 50 | 400.00 |