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

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

Historical chart of Dwr 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 Dwr 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 Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $501k 836 599.03

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Us Bancorp
Pathstone Holdings
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Susquehanna International
Kayne Anderson Rudnick Investment Management
UBS Group
Raymond James Financial
Citadel Advisors
ExodusPoint Capital Management
Creative Planning
MAI Wealth Advisors

View all funds holding SPDR S&P MidCap 400 ETF