SPDR S&P MIDCAP 400 ETF TR

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

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 1,258 Value ($000) $759 Avg Close Range
Q3 2025
Shares 1,288 Value ($000) $768 Avg Close Range
Q2 2025
Shares 1,304 Value ($000) $739 Avg Close Range
Q1 2025
Shares 1,370 Value ($000) $731 Avg Close Range
Q4 2024
Shares 1,367 Value ($000) $778 Avg Close Range
Q3 2024
Shares 1,368 Value ($000) $779 Avg Close Range
Q2 2024
Shares 1,401 Value ($000) $750 Avg Close Range
Q1 2024
Shares 1,399 Value ($000) $778 Avg Close Range
Q4 2023
Shares 1,395 Value ($000) $708 Avg Close Range
Q3 2023
Shares 1,391 Value ($000) $635 Avg Close Range
Q2 2023
Shares 1,599 Value ($000) $766 Avg Close Range
Q1 2023
Shares 1,596 Value ($000) $732 Avg Close Range
Q4 2022
Shares 1,683 Value ($000) $745 Avg Close Range
Q3 2022
Shares 1,677 Value ($000) $674 Avg Close Range
Q2 2022
Shares 1,673 Value ($000) $692 Avg Close Range
Q1 2022
Shares 1,669 Value ($000) $819 Avg Close Range
Q4 2021
Shares 1,669 Value ($000) $864 Avg Close Range
Q3 2021
Shares 1,669 Value ($000) $803 Avg Close Range
Q2 2021
Shares 1,669 Value ($000) $819 Avg Close Range
Q1 2021
Shares 1,549 Value ($000) $737 Avg Close Range
Q4 2020
Shares 1,549 Value ($000) $650 Avg Close Range
Q3 2020
Shares 1,549 Value ($000) $526 Avg Close Range
Q2 2020
Shares 1,563 Value ($000) $507 Avg Close Range
Q1 2020
Shares 1,563 Value ($000) $411 Avg Close Range
Q4 2019
Shares 1,577 Value ($000) $592 Avg Close Range
Q3 2019
Shares 1,806 Value ($000) $636 Avg Close Range
Q2 2019
Shares 1,932 Value ($000) $685 Avg Close Range
Q1 2019
Shares 1,938 Value ($000) $669 Avg Close Range
Q4 2018
Shares 2,129 Value ($000) $644 Avg Close Range
Q3 2018
Shares 2,134 Value ($000) $784 Avg Close Range
Q1 2018
Shares 2,209 Value ($000) $755 Avg Close Range
Q4 2017
Shares 2,481 Value ($000) $857 Avg Close Range