SPDR S&P MidCap 400 ETF shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 13k | 556.40 |
| 2023-09-30 | $6.0M | 13k | 456.64 |
| 2023-06-30 | $6.7M | 14k | 478.91 |
| 2023-03-31 | $6.5M | 14k | 458.41 |
| 2022-12-31 | $6.2M | 14k | 442.79 |
| 2022-09-30 | $6.4M | 16k | 401.67 |
| 2022-06-30 | $6.6M | 16k | 413.48 |
| 2022-03-31 | $7.8M | 16k | 490.41 |
| 2021-12-31 | $8.3M | 16k | 517.67 |
| 2021-09-30 | $7.4M | 15k | 480.88 |
| 2021-06-30 | $7.5M | 15k | 491.04 |
| 2021-03-31 | $7.2M | 15k | 476.06 |
| 2020-12-31 | $6.3M | 15k | 419.91 |
| 2020-09-30 | $5.2M | 15k | 338.83 |
| 2020-06-30 | $4.6M | 14k | 324.52 |
| 2020-03-31 | $4.0M | 15k | 262.87 |
| 2019-12-31 | $5.9M | 16k | 375.35 |
| 2019-09-30 | $5.4M | 15k | 352.45 |
More positions owned by Williams Jones Wealth Management
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