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SPDR S&P MidCap 400 ETF shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 310 666.65

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Ishares Tr 1 3 Yr Treas Bd (SHY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Caterpillar (CAT)
Apple (AAPL)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Northern Trust
Us Bancorp
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Pathstone Holdings
Pnc Financial Services
Susquehanna International
UBS Group
Kayne Anderson Rudnick Investment Management
Raymond James Financial
Bank Of Montreal
Citadel Advisors

View all funds holding SPDR S&P MidCap 400 ETF