SPDR S&P MIDCAP 400 ETF TR

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

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 612 Value ($000) $369 Avg Close Range
Q3 2025
Shares 784 Value ($000) $467 Avg Close Range
Q2 2025
Shares 783 Value ($000) $444 Avg Close Range
Q1 2025
Shares 832 Value ($000) $444 Avg Close Range
Q4 2024
Shares 640 Value ($000) $365 Avg Close Range
Q3 2024
Shares 1,040 Value ($000) $592 Avg Close Range
Q2 2024
Shares 1,039 Value ($000) $556 Avg Close Range
Q1 2024
Shares 1,385 Value ($000) $771 Avg Close Range
Q4 2023
Shares 1,434 Value ($000) $728 Avg Close Range
Q3 2023
Shares 1,434 Value ($000) $655 Avg Close Range
Q2 2023
Shares 1,583 Value ($000) $758 Avg Close Range
Q1 2023
Shares 1,529 Value ($000) $701 Avg Close Range
Q4 2022
Shares 1,500 Value ($000) $664 Avg Close Range
Q3 2022
Shares 1,479 Value ($000) $594 Avg Close Range
Q2 2022
Shares 1,478 Value ($000) $611 Avg Close Range
Q1 2022
Shares 1,478 Value ($000) $725 Avg Close Range
Q4 2021
Shares 1,653 Value ($000) $856 Avg Close Range
Q3 2021
Shares 1,449 Value ($000) $697 Avg Close Range
Q2 2021
Shares 1,449 Value ($000) $711 Avg Close Range
Q1 2021
Shares 1,449 Value ($000) $690 Avg Close Range
Q4 2020
Shares 1,448 Value ($000) $608 Avg Close Range
Q3 2020
Shares 1,278 Value ($000) $433 Avg Close Range
Q2 2020
Shares 1,294 Value ($000) $420 Avg Close Range
Q1 2020
Shares 1,207 Value ($000) $317 Avg Close Range
Q4 2019
Shares 1,182 Value ($000) $444 Avg Close Range
Q3 2019
Shares 1,182 Value ($000) $417 Avg Close Range
Q2 2019
Shares 676 Value ($000) $240 Avg Close Range
Q1 2019
Shares 1,270 Value ($000) $439 Avg Close Range
Q4 2018
Shares 1,286 Value ($000) $389 Avg Close Range