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Livermore
Livermore
ZHEN

Wealth Architects, LLC

SEC CIK
0001611518
Latest filing
Jul 23, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Wealth Architects, 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)
666
Value
$468.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by Wealth Architects, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026666$468.4K<0.1%00.0%UnchangedHolders
Q1 2026666$410.8K<0.1%00.0%UnchangedHolders
Q4 2025666$401.8K<0.1%−97−12.7%ReducedHolders
Q3 2025763$454.8K<0.1%00.0%UnchangedHolders
Q2 2025763$432.2K<0.1%−1−0.1%ReducedHolders
Q1 2025764$407.6K<0.1%−1−0.1%ReducedHolders
Q4 2024765$435.7K<0.1%00.0%UnchangedHolders
Q3 2024765$435.8K<0.1%−337−30.6%ReducedHolders
Q2 20241,102$589.6K0.1%00.0%UnchangedHolders
Q1 20241,102$613.1K0.1%00.0%UnchangedHolders
Q4 20231,102$559.1K0.1%00.0%UnchangedHolders
Q3 20231,102$503.2K0.1%00.0%UnchangedHolders
Q2 20231,102$527.7K0.1%+30+2.8%AddedHolders
Q1 20231,072$491.4K0.1%−200−15.7%ReducedHolders
Q4 20221,272$563.2K0.1%−101−7.4%ReducedHolders
Q3 20221,373$551.0K0.1%00.0%UnchangedHolders
Q2 20221,373$568.0K0.1%00.0%UnchangedHolders
Q1 20221,373$673.0K0.1%00.0%UnchangedHolders
Q4 20211,373$711.0K0.1%00.0%UnchangedHolders
Q3 20211,373$660.0K0.1%00.0%UnchangedHolders
Q2 20211,373$674.0K0.1%00.0%UnchangedHolders
Q1 20211,373$653.0K0.1%––Holders

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