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Truepoint, Inc.

SEC CIK
0001427748
Latest filing
Jul 31, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Truepoint, Inc., 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)
1,144
Value
$804.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by Truepoint, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,144$804.6K<0.1%00.0%UnchangedHolders
Q1 20261,144$705.6K<0.1%−13−1.1%ReducedHolders
Q4 20251,157$698.0K<0.1%−19−1.6%ReducedHolders
Q3 20251,176$700.9K<0.1%+300+34.2%AddedHolders
Q2 2025876$496.2K<0.1%−400−31.3%ReducedHolders
Q1 20251,276$680.7K<0.1%−15−1.2%ReducedHolders
Q4 20241,291$735.3K<0.1%00.0%UnchangedHolders
Q3 20241,291$735.4K<0.1%−163−11.2%ReducedHolders
Q2 20241,454$778.0K<0.1%−418−22.3%ReducedHolders
Q1 20241,872$1.04M<0.1%−390−17.2%ReducedHolders
Q4 20232,262$1.15M<0.1%−176−7.2%ReducedHolders
Q3 20232,438$1.11M<0.1%+157+6.9%AddedHolders
Q2 20232,281$1.09M<0.1%00.0%UnchangedHolders
Q1 20232,281$1.05M<0.1%−10.0%ReducedHolders
Q4 20222,282$1.01M<0.1%+666+41.2%AddedHolders
Q3 20221,616$649.0K<0.1%00.0%UnchangedHolders
Q2 20221,616$668.0K<0.1%+1+0.1%AddedHolders
Q1 20221,615$792.0K<0.1%−16−1.0%ReducedHolders
Q4 20211,631$845.0K<0.1%+16+1.0%AddedHolders
Q3 20211,615$777.0K<0.1%00.0%UnchangedHolders
Q2 20211,615$793.0K<0.1%00.0%UnchangedHolders
Q1 20211,615$769.0K<0.1%––Holders

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