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SPDR S&P MidCap 400 ETF shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $125k 200 625.89

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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