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SPDR S&P MidCap 400 ETF shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 400 596.03
2025-06-30 $227k 400 566.48
2025-03-31 $320k 600 533.48
2024-12-31 $342k 600 569.58

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

Top funds holding SPDR S&P MidCap 400 ETF

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

View all funds holding SPDR S&P MidCap 400 ETF