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SPDR S&P MidCap 400 ETF shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $5.8M 28k 209.71
2012-12-31 $5.3M 29k 185.70
2012-09-30 $5.5M 30k 179.92
2012-03-31 $5.9M 33k 180.70
2011-12-31 $5.8M 36k 159.50

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

Top funds holding SPDR S&P MidCap 400 ETF

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

View all funds holding SPDR S&P MidCap 400 ETF