MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

13F Filings History

Latest 13F report: Q3 2021 - Nov 12, 2021
Value $: $1.49B
Signature - Title: Kyle P. Smith - Senior Vice President
Location: Pittsburgh, PA
Summary: This page shows a list of all the recent 13F filings made by MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV reported 907 stock holdings with total value $1.49B as of Q3 2021. Top holdings included AAPL, SPY, VOO, VTV, and QEFA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2021	907	$1.49B	+$97.3M	-$70.4M	+$26.9M	AAPL, SPY, VOO, VTV, QEFA	13F-HR	11/12/2021, 12:31 PM
Q2 2021	917	$1.49B	+$174M	-$128M	+$45.5M	AAPL, SPY, VOO, VTV, QEFA	13F-HR	8/10/2021, 11:26 AM
Q1 2021	853	$1.37B	+$130M	-$111M	+$18.7M	AAPL, SPY, IJR, VOO, AGG	13F-HR	5/11/2021, 05:04 PM
Q4 2020	798	$1.3B	+$218M	-$121M	+$96.7M	AAPL, SPY, VOO, IJR, AGG	13F-HR	2/10/2021, 02:16 PM
Q3 2020	750	$1.11B	+$167M	-$134M	+$33M	AGG, AAPL, SPY, IGIB, IVV	13F-HR	11/10/2020, 11:40 AM
Q2 2020	739	$1.04B	+$185M	-$142M	+$42.8M	AGG, IVV, AAPL, SPY, IUSB	13F-HR	8/6/2020, 12:08 PM
Q1 2020	681	$871M	+$148M	-$159M	-$11.5M	AGG, BIL, SHY, IVV, SPY	13F-HR	5/11/2020, 04:19 PM
Q4 2019	726	$1.07B	+$156M	-$79.1M	+$76.9M	SPY, IVV, AAPL, VOO, IJR	13F-HR	2/11/2020, 11:41 AM
Q3 2019	694	$937M	+$84.4M	-$117M	-$32.8M	SPY, VOO, IVV, AAPL, NEAR	13F-HR	11/7/2019, 12:42 PM
Q2 2019	738	$961M	+$118M	-$98.8M	+$19.2M	SPY, VOO, IVV, AAPL, NEAR	13F-HR	8/6/2019, 03:15 PM
Q1 2019	722	$917M	+$125M	-$98.1M	+$27M	SPY, VOO, NEAR, AAPL, IVV	13F-HR	5/7/2019, 03:42 PM
Q4 2018	688	$806M	$0	$0		SPY, VOO, AAPL, IVV, ITOT	13F-HR	2/14/2019, 11:39 AM

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