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SPDR S&P MidCap 400 ETF shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors 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 ORBA Wealth Advisors 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 2.6k 569.66
2024-06-30 $1.4M 2.7k 535.08
2024-03-31 $1.5M 2.8k 556.40
2023-12-31 $1.5M 2.9k 507.38

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

Top funds holding SPDR S&P MidCap 400 ETF

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

View all funds holding SPDR S&P MidCap 400 ETF