One Charles Private Wealth Services »

SPDR S&P MidCap 400 ETF shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 377 569.66
2024-03-31 $210k 377 556.40

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Acv Auctions Com Cl A (ACVA)
Texas Pacific Land Corp (TPL)
Listed Fd Tr Horizon Kinetics (INFL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ark Etf Tr Innovation Etf (ARKK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for One Charles Private Wealth Services

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