Accurate Wealth Management »

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

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

Historical chart of Accurate 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 Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $220k 378 582.75
2025-03-31 $207k 419 493.60
2024-12-31 $207k 362 570.51
2022-12-31 $96k 210 458.44

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Us Bancorp
Pathstone Holdings
Susquehanna International
Northwestern Mutual Wealth Management Company
Pnc Financial Services
UBS Group
Raymond James Financial
Royal Bank of Canada
Moore Capital Management
Jpmorgan Chase & Co
Creative Planning
Alliancebernstein

View all funds holding SPDR S&P MidCap 400 ETF