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Elm Advisors, LLC

SEC CIK
0001362987
Latest filing
Apr 1, 2022

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Elm Advisors, LLC, 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 Q1 2022 holdings

Shares (Q1 2022)
5,582
Value
$2.74M
% of portfolio
3.7%
Quarters held
5
Since Q1 2021
Holdings of MDY by Elm Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20225,582$2.74M3.7%−8,714−61.0%ReducedHolders
Q4 202114,296$7.40M4.1%−214−1.5%ReducedHolders
Q3 202114,510$6.98M4.2%−165−1.1%ReducedHolders
Q2 202114,675$7.21M4.2%−179−1.2%ReducedHolders
Q1 202114,854$7.07M4.4%––Holders

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