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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by IHT Wealth Management, 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)
288
Value
$202.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MDY by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026288$202.6K<0.1%−151−34.4%ReducedHolders
Q1 2026439$270.8K<0.1%−26−5.6%ReducedHolders
Q4 2025465$280.5K<0.1%+23+5.2%AddedHolders
Q3 2025442$263.4K<0.1%+2+0.5%AddedHolders
Q2 2025440$249.3K<0.1%−28−6.0%ReducedHolders
Q1 2025468$249.7K<0.1%−7−1.5%ReducedHolders
Q4 2024475$270.6K<0.1%−514−52.0%ReducedHolders
Q3 2024989$561.6K<0.1%+384+63.5%AddedHolders
Q2 2024605$323.7K<0.1%−21−3.4%ReducedHolders
Q1 2024626$348.3K<0.1%−419−40.1%ReducedHolders
Q4 20231,045$530.1K<0.1%−91−8.0%ReducedHolders
Q3 20231,136$518.7K<0.1%+118+11.6%AddedHolders
Q2 20231,018$487.5K<0.1%00.0%UnchangedHolders
Q1 20231,018$466.6K<0.1%+5+0.5%AddedHolders
Q4 20221,013$448.5K<0.1%+100+11.0%AddedHolders
Q3 2022913$367.0K<0.1%+913NewHolders
Q2 20220$00.0%−478−100.0%Sold outHolders
Q1 2022478$234.0K<0.1%−4−0.8%ReducedHolders
Q4 2021482$250.0K<0.1%−182−27.4%ReducedHolders
Q3 2021664$319.0K<0.1%−2,745−80.5%ReducedHolders
Q2 20213,409$1.67M0.1%+2,771+434.3%AddedHolders
Q1 2021638$304.0K<0.1%––Holders

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