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SPDR S&P MidCap 400 ETF shares owned by Divergent Planning

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

Historical chart of Divergent Planning 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 Divergent Planning 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 Divergent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $33M 60k 552.38
2023-12-31 $29M 58k 505.74
2023-09-30 $25M 56k 451.89
2023-06-30 $26M 54k 478.91
2023-03-31 $24M 53k 458.41

More positions owned by Divergent Planning

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Marriott Intl Cl A (MAR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Divergent Planning

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