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SPDR S&P MidCap 400 ETF shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth 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 Medallion Wealth 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $315k 511 616.76
2025-12-31 $316k 524 603.27
2025-09-30 $312k 523 596.04
2025-06-30 $298k 520 573.67
2025-03-31 $278k 519 536.37
2024-12-31 $294k 516 569.59

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

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
Susquehanna International
UBS Group
Kayne Anderson Rudnick Investment Management
Raymond James Financial
Bank Of Montreal
Citadel Advisors

View all funds holding SPDR S&P MidCap 400 ETF