Skip to main content

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by First Foundation Advisors, 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)
363
Value
$255.3K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2021
Holdings of MDY by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026363$255.3K<0.1%00.0%UnchangedHolders
Q1 2026363$223.9K<0.1%00.0%UnchangedHolders
Q4 2025363$219.0K<0.1%+18+5.2%AddedHolders
Q3 2025345$205.6K<0.1%+345NewHolders
Q1 20250$00.0%−545−100.0%Sold outHolders
Q4 2024545$310.4K<0.1%+1+0.2%AddedHolders
Q3 2024544$309.9K<0.1%00.0%UnchangedHolders
Q2 2024544$291.1K<0.1%−155−22.2%ReducedHolders
Q1 2024699$388.9K<0.1%+155+28.5%AddedHolders
Q4 2023544$276.0K<0.1%00.0%UnchangedHolders
Q3 2023544$248.4K<0.1%00.0%UnchangedHolders
Q2 2023544$260.5K<0.1%00.0%UnchangedHolders
Q1 2023544$249.4K<0.1%+544NewHolders
Q2 20220$00.0%−419−100.0%Sold outHolders
Q1 2022419$205.0K<0.1%00.0%UnchangedHolders
Q4 2021419$217.0K<0.1%00.0%UnchangedHolders
Q3 2021419$201.0K<0.1%00.0%UnchangedHolders
Q2 2021419$206.0K<0.1%+419NewHolders