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SPDR S&P MidCap 400 ETF shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 1.9k 556.48
2023-12-31 $888k 1.9k 456.73
2023-09-30 $888k 1.9k 456.73
2023-06-30 $931k 1.9k 478.86
2023-03-31 $893k 1.9k 458.51

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Royal Bank of Canada
Bank Of Montreal
Susquehanna International
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James & Associates
Citadel Advisors
Arvest Trust Co N A
Creative Planning

View all funds holding SPDR S&P MidCap 400 ETF