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SPDR S&P MidCap 400 ETF shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $401k 570 703.34
2026-03-31 $352k 570 616.76
2025-12-31 $344k 570 603.28
2025-09-30 $578k 970 596.03
2025-06-30 $540k 954 566.20

More positions owned by Catalytic Wealth RIA

Tempus Ai Cl A (TEM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Samsara Com Cl A (IOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
UBS Group
Susquehanna International
Raymond James Financial
Bank Of Montreal
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada

View all funds holding SPDR S&P MidCap 400 ETF