Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q2 2026): 14,361
Value: $10.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDY by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,361	$10.1M	0.1%	+2,508+21.2%	Added	Holders
Q1 2026	11,853	$7.31M	0.1%	+31+0.3%	Added	Holders
Q4 2025	11,822	$7.13M	0.1%	−3,071−20.6%	Reduced	Holders
Q3 2025	14,893	$8.88M	<0.1%	−435−2.8%	Reduced	Holders
Q2 2025	15,328	$8.68M	<0.1%	−1,441−8.6%	Reduced	Holders
Q1 2025	16,769	$8.95M	0.1%	+934+5.9%	Added	Holders
Q4 2024	15,835	$9.02M	0.1%	+829+5.5%	Added	Holders
Q3 2024	15,006	$8.55M	0.1%	+3,326+28.5%	Added	Holders
Q2 2024	11,680	$6.25M	0.1%	−643−5.2%	Reduced	Holders
Q1 2024	12,323	$6.86M	0.1%	−260−2.1%	Reduced	Holders
Q4 2023	12,583	$6.38M	0.1%	−151−1.2%	Reduced	Holders
Q3 2023	12,734	$5.82M	0.1%	−215−1.7%	Reduced	Holders
Q2 2023	12,949	$6.20M	0.1%	−656−4.8%	Reduced	Holders
Q1 2023	13,605	$6.24M	0.1%	+2,346+20.8%	Added	Holders
Q4 2022	11,259	$4.99M	0.1%	−1,847−14.1%	Reduced	Holders
Q3 2022	13,106	$5.26M	0.1%	+441+3.5%	Added	Holders
Q2 2022	12,665	$5.24M	0.1%	+3,663+40.7%	Added	Holders
Q1 2022	9,002	$4.42M	0.1%	−2,391−21.0%	Reduced	Holders
Q4 2021	11,393	$5.90M	0.1%	−3,008−20.9%	Reduced	Holders
Q3 2021	14,401	$6.92M	0.1%	+3,881+36.9%	Added	Holders
Q2 2021	10,520	$5.17M	0.1%	+101+1.0%	Added	Holders
Q1 2021	10,419	$4.96M	0.1%	–	–	Holders

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