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SPDR S&P MidCap 400 ETF shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment 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 Breakwater Investment 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $203k 380 535.08
2024-03-31 $211k 380 556.40

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Northern Trust
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Bank Of Montreal
Susquehanna International
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding SPDR S&P MidCap 400 ETF