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

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 300 703.34

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for LJI Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
UBS Group
Bank Of Montreal
Raymond James Financial
Susquehanna International
Meitav Dash Investments
Jane Street

View all funds holding SPDR S&P MidCap 400 ETF