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SPDR S&P MidCap 400 ETF shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors 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 Davies Financial Advisors 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 Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $731k 1.3k 566.32
2025-03-31 $768k 1.4k 533.35
2024-12-31 $280k 492 569.47
2024-09-30 $303k 532 569.36
2024-06-30 $866k 1.6k 535.08

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

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