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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Charter Trust Co, 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 Q2 2026 holdings

Shares (Q2 2026)
414
Value
$291.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026414$291.2K<0.1%00.0%UnchangedHolders
Q1 2026414$255.3K<0.1%00.0%UnchangedHolders
Q4 2025414$249.8K<0.1%−90−17.9%ReducedHolders
Q3 2025504$300.4K<0.1%00.0%UnchangedHolders
Q2 2025504$285.5K<0.1%00.0%UnchangedHolders
Q1 2025504$268.9K<0.1%00.0%UnchangedHolders
Q4 2024504$287.1K<0.1%−181−26.4%ReducedHolders
Q3 2024685$390.2K<0.1%00.0%UnchangedHolders
Q2 2024685$366.5K<0.1%00.0%UnchangedHolders
Q1 2024685$381.1K<0.1%00.0%UnchangedHolders
Q4 2023685$347.6K<0.1%−303−30.7%ReducedHolders
Q3 2023988$451.2K<0.1%00.0%UnchangedHolders
Q2 2023988$473.2K<0.1%00.0%UnchangedHolders
Q1 2023988$452.9K<0.1%00.0%UnchangedHolders
Q4 2022988$437.5K<0.1%+5+0.5%AddedHolders
Q3 2022983$395.0K<0.1%00.0%UnchangedHolders
Q2 2022983$406.0K<0.1%+395+67.2%AddedHolders
Q1 2022588$288.0K<0.1%−168−22.2%ReducedHolders
Q4 2021756$391.0K<0.1%00.0%UnchangedHolders
Q3 2021756$364.0K<0.1%−362−32.4%ReducedHolders
Q2 20211,118$549.0K0.1%00.0%UnchangedHolders
Q1 20211,118$532.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.