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SPDR S&P MidCap 400 ETF shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 1.5k 573.50
2024-06-30 $832k 1.6k 535.08

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding SPDR S&P MidCap 400 ETF

International Assets Investment Management
Bank of America Corporation
Wells Fargo & Company
Northern Trust
Us Bancorp
Pathstone Holdings
Pnc Financial Services
Royal Bank of Canada
Susquehanna International
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Jpmorgan Chase & Co
Citadel Advisors
CI Private Wealth
Creative Planning

View all funds holding SPDR S&P MidCap 400 ETF