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SPDR S&P MidCap 400 ETF shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital 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 Neumann Capital 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $634k 1.1k 556.40
2023-12-31 $670k 1.3k 507.38
2023-09-30 $603k 1.3k 456.64
2023-06-30 $632k 1.3k 478.91
2023-03-31 $605k 1.3k 458.41
2022-12-31 $695k 1.6k 442.79
2022-09-30 $631k 1.6k 401.91
2022-06-30 $682k 1.7k 413.33
2022-03-31 $809k 1.7k 490.30
2021-12-31 $906k 1.8k 517.71
2021-09-30 $842k 1.8k 481.14
2021-06-30 $859k 1.8k 490.86
2021-03-31 $833k 1.8k 476.00
2020-12-31 $735k 1.8k 420.00
2020-09-30 $608k 1.8k 338.72
2020-06-30 $583k 1.8k 324.79
2020-03-31 $521k 2.0k 263.13
2019-12-31 $725k 1.9k 375.65
2019-09-30 $701k 2.0k 352.26
2019-06-30 $725k 2.0k 354.52
2019-03-31 $706k 2.0k 345.23
2018-12-31 $619k 2.0k 302.69
2018-09-30 $752k 2.0k 367.73
2018-06-30 $774k 2.2k 355.05
2018-03-31 $766k 2.2k 341.96
2017-12-31 $774k 2.2k 345.54
2017-09-30 $731k 2.2k 326.34
2017-06-30 $759k 2.4k 317.57
2017-03-31 $894k 2.9k 312.59
2016-12-31 $898k 3.0k 301.85
2016-09-30 $1.0M 3.6k 282.24
2016-06-30 $958k 3.5k 272.16
2016-03-31 $925k 3.5k 262.78
2015-12-31 $894k 3.5k 253.98
2015-09-30 $876k 3.5k 248.86
2015-06-30 $962k 3.5k 273.30
2015-03-31 $976k 3.5k 277.27
2014-12-31 $929k 3.5k 263.92

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital 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