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Livermore
Livermore
ZHEN

WP Advisors, LLC

SEC CIK
0001697796
Latest filing
Jul 29, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by WP 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)
556
Value
$391.1K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of MDY by WP Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026556$391.1K0.1%+1+0.2%AddedHolders
Q1 2026555$342.2K0.1%+2+0.4%AddedHolders
Q4 2025553$333.5K0.1%+2+0.4%AddedHolders
Q3 2025551$328.6K0.1%+1+0.2%AddedHolders
Q2 2025550$311.4K0.1%−147−21.1%ReducedHolders
Q1 2025697$371.7K0.1%+3+0.4%AddedHolders
Q4 2024694$395.4K0.1%+18+2.7%AddedHolders
Q3 2024676$385.3K0.1%−136−16.7%ReducedHolders
Q2 2024812$434.7K0.1%−103−11.3%ReducedHolders
Q1 2024915$509.3K0.2%+86+10.4%AddedHolders
Q4 2023829$420.4K0.2%+14+1.7%AddedHolders
Q3 2023815$372.0K0.2%+3+0.4%AddedHolders
Q2 2023812$389.0K0.2%+2+0.2%AddedHolders
Q1 2023810$371.4K0.2%+118+17.1%AddedHolders
Q4 2022692$306.3K0.1%+14+2.1%AddedHolders
Q3 2022678$272.0K0.1%+19+2.9%AddedHolders
Q2 2022659$272.0K0.1%+2+0.3%AddedHolders
Q1 2022657$322.0K0.1%−18−2.7%ReducedHolders
Q4 2021675$350.0K0.1%+29+4.5%AddedHolders
Q3 2021646$311.0K0.1%+152+30.8%AddedHolders
Q2 2021494$242.0K0.1%+494NewHolders