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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Mutual 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)
994
Value
$698.9K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MDY by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026994$698.9K<0.1%00.0%UnchangedHolders
Q1 2026994$612.8K<0.1%+1+0.1%AddedHolders
Q4 2025993$598.9K<0.1%−20−2.0%ReducedHolders
Q3 20251,013$607.1K<0.1%+170+20.2%AddedHolders
Q2 2025843$495.5K<0.1%+4+0.5%AddedHolders
Q1 2025839$434.2K<0.1%−2,918−77.7%ReducedHolders
Q4 20243,757$2.21M0.1%+21+0.6%AddedHolders
Q3 20243,736$2.13M0.1%+2,902+348.0%AddedHolders
Q2 2024834$467.5K<0.1%+105+14.4%AddedHolders
Q1 2024729$405.6K<0.1%−79−9.8%ReducedHolders
Q4 2023808$410.0K<0.1%−6,195−88.5%ReducedHolders
Q3 20237,003$3.20M0.1%+6,233+809.5%AddedHolders
Q2 2023770$368.7K<0.1%−289−27.3%ReducedHolders
Q1 20231,059$485.6K<0.1%+462+77.4%AddedHolders
Q4 2022597$264.2K<0.1%+597NewHolders
Q2 20220$00.0%−415−100.0%Sold outHolders
Q1 2022415$204.0K<0.1%−89−17.7%ReducedHolders
Q4 2021504$261.0K<0.1%−10,593−95.5%ReducedHolders
Q3 202111,097$5.34M0.3%−4,091−26.9%ReducedHolders
Q2 202115,188$7.46M0.4%+1,980+15.0%AddedHolders
Q1 202113,208$6.29M0.4%––Holders

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