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SPDR S&P MidCap 400 ETF shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7k 13 590.92

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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