SPDR S&P MIDCAP 400 ETF TR

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

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 9,177 Value ($000) $5,536 Avg Close Range
Q3 2025
Shares 9,189 Value ($000) $5,477 Avg Close Range
Q2 2025
Shares 9,159 Value ($000) $5,189 Avg Close Range
Q1 2025
Shares 9,112 Value ($000) $4,861 Avg Close Range
Q4 2024
Shares 9,112 Value ($000) $5,190 Avg Close Range
Q3 2024
Shares 9,112 Value ($000) $5,191 Avg Close Range
Q2 2024
Shares 11,145 Value ($000) $5,963 Avg Close Range
Q1 2024
Shares 9,111 Value ($000) $5,070 Avg Close Range
Q4 2023
Shares 9,121 Value ($000) $4,628 Avg Close Range
Q3 2023
Shares 9,475 Value ($000) $4,327 Avg Close Range
Q2 2023
Shares 9,403 Value ($000) $4,503 Avg Close Range
Q1 2023
Shares 11,161 Value ($000) $5,116 Avg Close Range
Q4 2022
Shares 9,207 Value ($000) $4,077 Avg Close Range
Q3 2022
Shares 9,571 Value ($000) $4 Avg Close Range