SPDR S&P MidCap 400 ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P MidCap 400 ETF by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $14M | 28k | 507.38 |
2023-09-30 | $14M | 30k | 456.64 |
2023-06-30 | $10M | 6.8k | 1467.80 |
2023-03-31 | $1.3M | 16k | 80.62 |
2022-12-31 | $3.9M | 8.9k | 442.79 |
2022-06-30 | $1.6M | 4.0k | 413.38 |
2022-03-31 | $2.0M | 4.0k | 490.40 |
2021-12-31 | $2.1M | 4.1k | 517.68 |
2021-09-30 | $1.9M | 3.9k | 480.85 |
2021-06-30 | $1.8M | 3.7k | 491.04 |
2021-03-31 | $1.8M | 3.8k | 475.96 |
2020-12-31 | $1.1M | 2.6k | 420.00 |
2020-09-30 | $850k | 2.5k | 338.65 |
2020-06-30 | $1.3M | 3.9k | 324.43 |
2020-03-31 | $1.1M | 4.1k | 262.96 |
2019-12-31 | $431k | 1.1k | 375.44 |
2019-09-30 | $358k | 1.0k | 352.02 |
2019-06-30 | $361k | 1.0k | 354.97 |