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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Segment Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
6,078
Value
$4.27M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MDY by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,078$4.27M0.2%−15−0.2%ReducedHolders
Q1 20266,093$3.76M0.2%−215−3.4%ReducedHolders
Q4 20256,308$3.81M0.2%−137−2.1%ReducedHolders
Q3 20256,445$3.84M0.2%−419−6.1%ReducedHolders
Q2 20256,864$3.89M0.2%−66−1.0%ReducedHolders
Q1 20256,930$3.70M0.3%−450−6.1%ReducedHolders
Q4 20247,380$4.20M0.3%−110−1.5%ReducedHolders
Q3 20247,490$4.27M0.3%−71−0.9%ReducedHolders
Q2 20247,561$4.05M0.3%00.0%UnchangedHolders
Q1 20247,561$4.21M0.3%−295−3.8%ReducedHolders
Q4 20237,856$3.99M0.4%−15−0.2%ReducedHolders
Q3 20237,871$3.59M0.4%−402−4.9%ReducedHolders
Q2 20238,273$3.96M0.4%−10−0.1%ReducedHolders
Q1 20238,283$3.80M0.4%−20−0.2%ReducedHolders
Q4 20228,303$3.68M0.4%−100−1.2%ReducedHolders
Q3 20228,403$3.38M0.4%−48−0.6%ReducedHolders
Q2 20228,451$3.49M0.4%−50−0.6%ReducedHolders
Q1 20228,501$4.17M0.4%00.0%UnchangedHolders
Q4 20218,501$4.40M0.5%−105−1.2%ReducedHolders
Q3 20218,606$4.14M0.5%−165−1.9%ReducedHolders
Q2 20218,771$4.31M0.5%−10−0.1%ReducedHolders
Q1 20218,781$4.18M0.6%––Holders

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