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

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $262k 459 571.66
2024-09-30 $323k 565 571.34
2024-06-30 $310k 576 537.51
2024-03-31 $321k 576 557.41
2023-09-30 $298k 651 458.20
2023-06-30 $313k 651 480.42
2023-03-31 $299k 651 459.60
2022-12-31 $413k 929 444.46
2022-09-30 $375k 929 403.66
2022-06-30 $385k 929 414.42
2022-03-31 $456k 929 490.85
2021-12-31 $2.2M 4.3k 517.67
2021-09-30 $2.1M 4.3k 480.94
2021-06-30 $2.1M 4.4k 490.92
2021-03-31 $2.9M 6.0k 476.03
2020-12-31 $2.5M 6.0k 419.97
2020-09-30 $2.1M 6.1k 338.77
2020-06-30 $2.0M 6.1k 324.52
2020-03-31 $332k 1.3k 262.87
2019-12-31 $532k 1.4k 375.71
2019-09-30 $444k 1.3k 352.38
2019-06-30 $5.0M 1.4k 3552.86
2019-03-31 $483k 1.4k 345.25
2018-12-31 $336k 1.1k 306.01
2018-09-30 $431k 1.2k 367.75
2018-06-30 $416k 1.2k 355.25
2018-03-31 $400k 1.2k 342.17
2017-12-31 $470k 1.4k 345.33
2017-09-30 $595k 1.8k 326.21
2016-09-30 $12M 41k 282.26
2016-06-30 $11M 42k 272.22
2016-03-31 $11M 42k 262.71
2015-03-31 $2.5M 9.1k 278.68
2014-12-31 $2.5M 9.7k 260.10
2014-09-30 $2.5M 9.7k 260.52

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Merriman Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

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

View all funds holding SPDR S&P MidCap 400 ETF