SPDR S&P MIDCAP 400 ETF TR

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

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 926 Value ($000) $559 Avg Close — Range —
Q3 2025
Shares 926 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 1,075 Value ($000) $609 Avg Close — Range —
Q1 2025
Shares 1,075 Value ($000) $574 Avg Close — Range —
Q4 2024
Shares 1,079 Value ($000) $615 Avg Close — Range —
Q3 2024
Shares 1,079 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 1,078 Value ($000) $577 Avg Close — Range —
Q1 2024
Shares 916 Value ($000) $510 Avg Close — Range —
Q4 2023
Shares 896 Value ($000) $455 Avg Close — Range —
Q4 2021
Shares 387 Value ($000) $200 Avg Close — Range —
Q4 2020
Shares 1,689 Value ($000) $709 Avg Close — Range —
Q3 2020
Shares 1,689 Value ($000) $572 Avg Close — Range —
Q2 2020
Shares 1,689 Value ($000) $544 Avg Close — Range —
Q1 2020
Shares 1,689 Value ($000) $444 Avg Close — Range —