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SPDR S&P MidCap 400 ETF shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 436 595.99
2025-06-30 $246k 435 565.98
2025-03-31 $231k 434 532.88
2024-12-31 $291k 510 569.67
2024-09-30 $291k 510 569.75

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata 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