Compass Planning Associates »

SPDR S&P MidCap 400 ETF shares owned by Compass Planning Associates

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Compass Planning Associates from 13F filings

Historical chart of Compass Planning Associates 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 Compass Planning Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $510k 725 703.41
2025-06-30 $592k 1.0k 566.38
2025-03-31 $557k 1.0k 533.57
2024-12-31 $594k 1.0k 569.73

More positions owned by Compass Planning Associates

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Compass Planning Associates

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
UBS Group
Bank Of Montreal
Raymond James Financial
Susquehanna International
Meitav Dash Investments
Jane Street

View all funds holding SPDR S&P MidCap 400 ETF