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SPDR S&P MidCap 400 ETF shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth 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 HCR Wealth 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $455k 896 507.61
2021-12-31 $200k 387 516.80
2020-12-31 $709k 1.7k 419.78
2020-09-30 $572k 1.7k 338.66
2020-06-30 $544k 1.7k 322.08
2020-03-31 $444k 1.7k 262.88

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth Advisors

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