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SPDR S&P MidCap 400 ETF shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset 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 Milestone Asset 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $362k 634 570.18
2024-09-30 $1.2M 2.1k 569.68
2024-06-30 $437k 816 535.00
2024-03-31 $208k 373 556.40
2023-12-31 $208k 410 507.38

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Walt Disney Company (DIS)
NVIDIA Corporation (NVDA)
Nike CL B (NKE)
American Express Company (AXP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Milestone Asset Management

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Northern Trust
Us Bancorp
Goldman Sachs Group
Pathstone Holdings
Pnc Financial Services
UBS Group
Susquehanna International
Bank Of Montreal
Raymond James Financial
Northwestern Mutual Wealth Management Company
Citadel Advisors
Moore Capital Management

View all funds holding SPDR S&P MidCap 400 ETF