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SPDR S&P MidCap 400 ETF shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 352 596.03

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial 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