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SPDR S&P MidCap 400 ETF shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock 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 Castle Rock 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $965k 2.0k 493.90

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Granite Bay Wealth Management
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Royal Bank of Canada
Bank Of Montreal
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James & Associates
Bnp Paribas Arbitrage, Snc
Citadel Advisors
Arvest Trust Co N A

View all funds holding SPDR S&P MidCap 400 ETF