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SPDR S&P MidCap 400 ETF shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $108k 181 596.03
2025-06-30 $103k 181 566.48
2025-03-31 $150k 281 533.48
2024-12-31 $160k 281 569.58