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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of MDY by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−525−100.0%Sold outHolders
Q2 2022525$217.0K0.1%00.0%UnchangedHolders
Q1 2022525$257.0K0.1%00.0%UnchangedHolders
Q4 2021525$272.0K0.1%00.0%UnchangedHolders
Q3 2021525$252.0K0.1%00.0%UnchangedHolders
Q2 2021525$258.0K0.1%00.0%UnchangedHolders
Q1 2021525$250.0K0.1%––Holders

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