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SPDR S&P MidCap 400 ETF shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 441 569.66
2024-06-30 $236k 441 535.08
2024-03-31 $245k 441 556.40
2023-12-31 $224k 441 507.38
2023-09-30 $201k 441 456.64
2023-06-30 $211k 441 478.91
2023-03-31 $202k 441 458.41

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

Top funds holding SPDR S&P MidCap 400 ETF

Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Us Bancorp
Pathstone Holdings
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Susquehanna International
UBS Group
Raymond James Financial
Royal Bank of Canada
Moore Capital Management
Jpmorgan Chase & Co
ExodusPoint Capital Management
Creative Planning

View all funds holding SPDR S&P MidCap 400 ETF