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SPDR S&P MidCap 400 ETF shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies 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 Legacy Financial Strategies 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 Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 576 556.40
2023-12-31 $292k 576 507.38
2023-09-30 $257k 576 445.25
2023-06-30 $276k 576 478.91
2023-03-31 $264k 576 458.41
2022-12-31 $255k 576 442.79
2022-09-30 $231k 576 401.04

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

Top funds holding SPDR S&P MidCap 400 ETF

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
Citadel Advisors
Arvest Trust Co N A
Creative Planning
CI Private Wealth

View all funds holding SPDR S&P MidCap 400 ETF