Ashford Advisors »

SPDR S&P MidCap 400 ETF shares owned by Ashford Advisors

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

Historical chart of Ashford 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 Ashford Advisors 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 Ashford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $813k 1.4k 597.65
2025-03-31 $726k 1.4k 533.48

More positions owned by Ashford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Large Cap Etf (SCHX)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ashford Advisors

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