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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by REDW Wealth 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)
584
Value
$410.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026584$410.9K0.1%+1+0.2%AddedHolders
Q1 2026583$359.5K0.1%+2+0.3%AddedHolders
Q4 2025581$350.4K0.1%+2+0.3%AddedHolders
Q3 2025579$345.3K0.1%+2+0.3%AddedHolders
Q2 2025577$327.1K0.1%−107−15.6%ReducedHolders
Q1 2025684$364.9K0.1%−9−1.3%ReducedHolders
Q4 2024693$394.7K0.1%−105−13.2%ReducedHolders
Q3 2024798$454.8K0.1%+2+0.3%AddedHolders
Q2 2024796$426.1K0.1%+2+0.3%AddedHolders
Q1 2024794$441.9K0.1%+4+0.5%AddedHolders
Q4 2023790$400.9K0.1%+4+0.5%AddedHolders
Q3 2023786$358.9K0.1%+2+0.3%AddedHolders
Q2 2023784$375.6K0.1%+2+0.3%AddedHolders
Q1 2023782$358.4K0.1%+3+0.4%AddedHolders
Q4 2022779$344.9K0.1%+2+0.3%AddedHolders
Q3 2022777$312.0K0.1%+2+0.3%AddedHolders
Q2 2022775$320.0K0.1%−40−4.9%ReducedHolders
Q1 2022815$400.0K0.1%−59−6.8%ReducedHolders
Q4 2021874$453.0K0.1%+1+0.1%AddedHolders
Q3 2021873$420.0K0.1%+2+0.2%AddedHolders
Q2 2021871$428.0K0.1%−7−0.8%ReducedHolders
Q1 2021878$418.0K0.1%––Holders

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