Asset Planning Corporation
- SEC CIK
- 0000007773
- Latest filing
- Nov 6, 2025
MDY holding history
SPDR S&P Midcap 400 ETF Trust in every 13F filed by Asset Planning Corporation, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MDY overviewAll 13F holders of MDYFull Q3 2025 holdings
- Shares (Q3 2025)
- 636
- Value
- $379.0K
- % of portfolio
- 0.2%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 636 | $379.0K | 0.2% | +1+0.2% | Added | Holders |
| Q2 2025 | 635 | $359.7K | 0.2% | +1+0.2% | Added | Holders |
| Q1 2025 | 634 | $338.4K | 0.2% | +109+20.8% | Added | Holders |
| Q4 2024 | 525 | $299.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 525 | $299.0K | 0.2% | +1+0.2% | Added | Holders |
| Q2 2024 | 524 | $280.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 524 | $291.5K | 0.2% | +1+0.2% | Added | Holders |
| Q4 2023 | 523 | $265.6K | 0.2% | +16+3.2% | Added | Holders |
| Q3 2023 | 507 | $231.4K | 0.2% | +1+0.2% | Added | Holders |
| Q2 2023 | 506 | $242.5K | 0.2% | +1+0.2% | Added | Holders |
| Q1 2023 | 505 | $231.5K | 0.2% | +2+0.4% | Added | Holders |
| Q4 2022 | 503 | $222.9K | 0.2% | +1+0.2% | Added | Holders |
| Q3 2022 | 502 | $202.0K | 0.2% | +502 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −500−100.0% | Sold out | Holders |
| Q1 2022 | 500 | $245.0K | 0.2% | −197−28.3% | Reduced | Holders |
| Q4 2021 | 697 | $361.0K | 0.3% | +697 | New | Holders |