Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by GWM Advisors 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)
7,708
Value
$5.42M
% of portfolio
<0.1%
Quarters held
19
Since Q3 2021
Holdings of MDY by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,708$5.42M<0.1%+306+4.1%AddedHolders
Q1 20267,402$4.57M<0.1%−171−2.3%ReducedHolders
Q4 20257,573$4.57M<0.1%+915+13.7%AddedHolders
Q3 20256,658$3.97M<0.1%+174+2.7%AddedHolders
Q2 20256,484$3.67M<0.1%+508+8.5%AddedHolders
Q1 20255,976$3.19M<0.1%−1,436−19.4%ReducedHolders
Q4 20247,412$4.22M<0.1%+115+1.6%AddedHolders
Q3 20247,297$4.16M<0.1%+774+11.9%AddedHolders
Q2 20246,523$3.49M<0.1%+1,312+25.2%AddedHolders
Q1 20245,211$2.90M<0.1%+604+13.1%AddedHolders
Q4 20234,607$2.32M<0.1%+2,124+85.5%AddedHolders
Q3 20232,483$1.13M<0.1%−67−2.6%ReducedHolders
Q2 20232,550$1.22M<0.1%−555−17.9%ReducedHolders
Q1 20233,105$1.41M<0.1%+191+6.6%AddedHolders
Q4 20222,914$1.24M<0.1%−752−20.5%ReducedHolders
Q3 20223,666$1.47M<0.1%−582−13.7%ReducedHolders
Q2 20224,248$1.76M<0.1%+4,248NewHolders
Q1 20220$00.0%−14,840−100.0%Sold outHolders
Q4 202114,840$7.68M0.1%+1,476+11.0%AddedHolders
Q3 202113,364$6.43M0.2%+13,364NewHolders