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Livermore
Livermore
ZHEN

Retirement Planning Group

SEC CIK
0001508195
Latest filing
Aug 5, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Retirement Planning Group, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of MDY by Retirement Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−444−100.0%Sold outHolders
Q4 2024444$252.9K<0.1%00.0%UnchangedHolders
Q3 2024444$252.9K<0.1%00.0%UnchangedHolders
Q2 2024444$237.6K<0.1%00.0%UnchangedHolders
Q1 2024444$247.0K<0.1%+34+8.3%AddedHolders
Q4 2023410$208.0K<0.1%−242−37.1%ReducedHolders
Q3 2023652$297.7K<0.1%−50−7.1%ReducedHolders
Q2 2023702$336.2K<0.1%00.0%UnchangedHolders
Q1 2023702$321.8K<0.1%00.0%UnchangedHolders
Q4 2022702$310.8K<0.1%−77−9.9%ReducedHolders
Q3 2022779$313.0K<0.1%00.0%UnchangedHolders
Q2 2022779$322.0K<0.1%00.0%UnchangedHolders
Q1 2022779$382.0K<0.1%00.0%UnchangedHolders
Q4 2021779$403.0K<0.1%00.0%UnchangedHolders
Q3 2021779$375.0K<0.1%−28−3.5%ReducedHolders
Q2 2021807$396.0K<0.1%00.0%UnchangedHolders
Q1 2021807$384.0K0.1%––Holders

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