Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 28 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (MDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 406 | — | 0% | 0.03% | $242K | $592.43 |
| 2025 Q2 | ADDED | 406 | +1 | +0.2% | 0.03% | $230K | $561.55 |
| 2025 Q1 | UNCHANGED | 405 | — | 0% | 0.03% | $216K | $527.12 |
| 2024 Q4 | UNCHANGED | 405 | — | 0% | 0.03% | $231K | $561.43 |
| 2024 Q3 | UNCHANGED | 405 | — | 0% | 0.03% | $231K | $559.45 |
| 2024 Q2 | REDUCED | 405 | -15 | -3.6% | 0.03% | $217K | $523.98 |
| 2024 Q1 | REDUCED | 420 | -41 | -8.9% | 0.03% | $234K | $542.82 |
| 2023 Q4 | REDUCED | 461 | -1,339 | -74.4% | 0.03% | $234K | $494.06 |
| 2018 Q2 | UNCHANGED | 1,800 | — | 0% | 0.15% | $639K | $322.40 |
| 2018 Q1 | UNCHANGED | 1,800 | — | 0% | 0.15% | $615K | $309.47 |
As of 2025 Q4 — sorted by position size