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SPDR S&P MidCap 400 ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 3.9k 569.66
2024-06-30 $1.5M 2.8k 535.08
2024-03-31 $1.3M 2.3k 556.40

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pepsi (PEP)

View all positions for Stone Point Wealth

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