SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 960 Value ($000) $579 Avg Close Range
Q3 2025
Shares 1,111 Value ($000) $662 Avg Close Range
Q2 2025
Shares 1,111 Value ($000) $629 Avg Close Range
Q1 2025
Shares 1,118 Value ($000) $596 Avg Close Range
Q4 2024
Shares 1,118 Value ($000) $637 Avg Close Range
Q3 2024
Shares 1,118 Value ($000) $637 Avg Close Range
Q2 2024
Shares 979 Value ($000) $524 Avg Close Range
Q1 2024
Shares 979 Value ($000) $545 Avg Close Range
Q4 2023
Shares 665 Value ($000) $337 Avg Close Range
Q3 2023
Shares 665 Value ($000) $304 Avg Close Range
Q2 2023
Shares 665 Value ($000) $318 Avg Close Range
Q1 2023
Shares 665 Value ($000) $305 Avg Close Range
Q4 2022
Shares 687 Value ($000) $0 Avg Close Range
Q3 2022
Shares 756 Value ($000) $304 Avg Close Range
Q2 2022
Shares 756 Value ($000) $313 Avg Close Range
Q1 2022
Shares 756 Value ($000) $371 Avg Close Range
Q4 2021
Shares 756 Value ($000) $391 Avg Close Range
Q3 2021
Shares 756 Value ($000) $364 Avg Close Range
Q2 2021
Shares 756 Value ($000) $371 Avg Close Range
Q1 2021
Shares 756 Value ($000) $360 Avg Close Range
Q4 2020
Shares 756 Value ($000) $317 Avg Close Range
Q4 2016
Shares 1,369 Value ($000) $413 Avg Close Range