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SPDR S&P MidCap 400 ETF shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $476k 938 507.49
2023-09-30 $440k 964 456.74
2023-06-30 $462k 964 479.01
2023-03-31 $442k 964 458.61
2022-12-31 $316k 713 443.06

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding SPDR S&P MidCap 400 ETF

Granite Bay Wealth Management
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
Bnp Paribas Arbitrage, Snc
Citadel Advisors
Arvest Trust Co N A

View all funds holding SPDR S&P MidCap 400 ETF