SPDR S&P MIDCAP 400 ETF TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 18,573 Value ($000) $11,205 Avg Close — Range —
Q3 2025
Shares 18,852 Value ($000) $11,237 Avg Close — Range —
Q2 2025
Shares 19,107 Value ($000) $10,824 Avg Close — Range —
Q1 2025
Shares 19,111 Value ($000) $10,196 Avg Close — Range —
Q4 2024
Shares 19,208 Value ($000) $10,941 Avg Close — Range —
Q3 2024
Shares 19,518 Value ($000) $11,119 Avg Close — Range —
Q2 2024
Shares 19,572 Value ($000) $10,473 Avg Close — Range —
Q1 2024
Shares 19,597 Value ($000) $10,904 Avg Close — Range —
Q4 2023
Shares 19,630 Value ($000) $9,960 Avg Close — Range —
Q3 2023
Shares 19,734 Value ($000) $9,011 Avg Close — Range —
Q2 2023
Shares 20,045 Value ($000) $9,600 Avg Close — Range —
Q1 2023
Shares 20,045 Value ($000) $9,189 Avg Close — Range —
Q4 2022
Shares 20,060 Value ($000) $8,882 Avg Close — Range —
Q3 2022
Shares 20,081 Value ($000) $8,066 Avg Close — Range —
Q2 2022
Shares 20,084 Value ($000) $8,304 Avg Close — Range —
Q1 2022
Shares 20,084 Value ($000) $9,850 Avg Close — Range —
Q4 2021
Shares 20,237 Value ($000) $10,476 Avg Close — Range —
Q3 2021
Shares 20,307 Value ($000) $9,765 Avg Close — Range —
Q2 2021
Shares 20,312 Value ($000) $9,973 Avg Close — Range —
Q1 2021
Shares 20,490 Value ($000) $9,754 Avg Close — Range —
Q4 2020
Shares 20,802 Value ($000) $8,735 Avg Close — Range —
Q3 2020
Shares 21,928 Value ($000) $7,430 Avg Close — Range —
Q2 2020
Shares 21,974 Value ($000) $7,130 Avg Close — Range —
Q1 2020
Shares 22,197 Value ($000) $5,835 Avg Close — Range —
Q4 2019
Shares 22,637 Value ($000) $8,498 Avg Close — Range —
Q3 2019
Shares 22,744 Value ($000) $8,017 Avg Close — Range —
Q2 2019
Shares 22,972 Value ($000) $8,146 Avg Close — Range —
Q1 2019
Shares 23,104 Value ($000) $7,980 Avg Close — Range —
Q4 2018
Shares 23,158 Value ($000) $7,009 Avg Close — Range —
Q3 2018
Shares 23,525 Value ($000) $8,644 Avg Close — Range —
Q2 2018
Shares 14,661 Value ($000) $5,205 Avg Close — Range —
Q1 2018
Shares 14,783 Value ($000) $5,052 Avg Close — Range —
Q4 2017
Shares 14,888 Value ($000) $5,142 Avg Close — Range —