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

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

Historical chart of Ballast 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 Ballast 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 20 600.00
2020-03-31 $7.0k 25 280.00

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
Susquehanna International
UBS Group
Kayne Anderson Rudnick Investment Management
Raymond James Financial
Bank Of Montreal
Citadel Advisors

View all funds holding SPDR S&P MidCap 400 ETF