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SPDR S&P MidCap 400 ETF shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 16k 507.39
2020-03-31 $238k 900 264.44
2019-12-31 $364k 967 376.42
2019-09-30 $341k 965 353.37
2019-06-30 $328k 940 348.94
2019-03-31 $338k 976 346.31
2018-12-31 $331k 965 343.01

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding SPDR S&P MidCap 400 ETF

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
Jpmorgan Chase & Co
Raymond James & Associates
Citadel Advisors
Arvest Trust Co N A
Creative Planning
CI Private Wealth

View all funds holding SPDR S&P MidCap 400 ETF