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

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $722k 1.6k 456.64
2023-06-30 $420k 863 486.87
2023-03-31 $541k 1.2k 444.39
2022-12-31 $458k 1.0k 442.79
2022-09-30 $406k 1.0k 401.66

More positions owned by National Wealth Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

Top funds holding SPDR S&P MidCap 400 ETF

Granite Bay Wealth Management
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Royal Bank of Canada
Bank Of Montreal
Goldman Sachs Group
Raymond James & Associates
Jpmorgan Chase & Co
Bnp Paribas Arbitrage, Snc
Citadel Advisors
Arvest Trust Co N A

View all funds holding SPDR S&P MidCap 400 ETF