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SPDR S&P MidCap 400 ETF shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors 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 Amplius Wealth Advisors 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $445k 633 703.34
2021-12-31 $7.0k 14 500.00

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Columbia Etf Tr I Core Bond Etf (CRUX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Amplius Wealth Advisors

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
UBS Group
Susquehanna International
Raymond James Financial
Bank Of Montreal
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada

View all funds holding SPDR S&P MidCap 400 ETF