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SPDR S&P MidCap 400 ETF shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $496k 871 569.39

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding SPDR S&P MidCap 400 ETF

International Assets Investment Management
Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Northern Trust
Us Bancorp
Pathstone Holdings
Pnc Financial Services
Royal Bank of Canada
Susquehanna International
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Raymond James & Associates
Jpmorgan Chase & Co
Alliancebernstein

View all funds holding SPDR S&P MidCap 400 ETF