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

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

Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $81k 143 566.48
2025-03-31 $76k 143 533.48
2024-12-31 $56k 99 569.58
2024-09-30 $56k 99 569.66
2024-06-30 $30k 56 535.07
2024-03-31 $3.3k 6 556.33
2023-12-31 $3.0k 6 507.33
2023-09-30 $2.7k 6 456.67
2023-06-30 $2.7k 6 446.17
2023-03-31 $2.7k 6 458.33
2022-12-31 $2.7k 6 442.83
2022-09-30 $2.0k 6 333.33
2022-06-30 $2.0k 6 333.33
2022-03-31 $3.0k 6 500.00
2021-12-31 $3.0k 6 500.00
2021-09-30 $3.0k 6 500.00
2021-06-30 $3.0k 6 500.00
2021-03-31 $3.0k 6 500.00
2020-12-31 $3.0k 6 500.00
2020-09-30 $2.0k 6 333.33
2020-06-30 $2.0k 6 333.33
2020-03-31 $2.0k 6 333.33
2019-12-31 $3.0k 9 333.33
2019-09-30 $3.0k 9 333.33
2019-06-30 $3.0k 9 333.33
2019-03-31 $3.0k 9 333.33
2018-12-31 $13k 42 309.52
2018-09-30 $15k 42 357.14
2018-06-30 $15k 42 357.14
2018-03-31 $80k 234 341.88
2017-12-31 $81k 234 346.15
2017-09-30 $76k 234 324.79
2017-06-30 $74k 234 316.24
2017-03-31 $62k 198 313.13
2016-12-31 $21k 68 308.82
2016-09-30 $6.0k 23 260.87

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Morgan Stanley
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
Bank Of Montreal
Royal Bank of Canada
Moore Capital Management
Jpmorgan Chase & Co

View all funds holding SPDR S&P MidCap 400 ETF