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SPDR S&P MidCap 400 ETF shares owned by Level Wealth Management

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

Historical chart of Level Wealth Management 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 Level Wealth Management 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 311 705.87

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Level Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
UBS Group
Susquehanna International
Raymond James Financial
Bank Of Montreal
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada

View all funds holding SPDR S&P MidCap 400 ETF