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SPDR S&P MidCap 400 ETF shares owned by Peak Planning Group

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

Historical chart of Peak Planning 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 Peak Planning 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $676k 1.1k 616.54

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding SPDR S&P MidCap 400 ETF

Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Us Bancorp
Pathstone Holdings
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Susquehanna International
Kayne Anderson Rudnick Investment Management
UBS Group
Raymond James Financial
Citadel Advisors
ExodusPoint Capital Management
Creative Planning
MAI Wealth Advisors

View all funds holding SPDR S&P MidCap 400 ETF