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SPDR S&P MidCap 400 ETF shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $384k 757 507.38
2023-09-30 $374k 819 456.64
2023-06-30 $434k 907 478.91
2023-03-31 $416k 907 458.41

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

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