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SPDR S&P MidCap 400 ETF shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth 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 Cassady Schiller Wealth 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $181k 317 569.58
2024-09-30 $320k 561 569.66
2024-06-30 $300k 561 535.08
2024-03-31 $312k 561 556.40
2023-12-31 $285k 561 507.38
2023-09-30 $256k 561 456.64

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

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