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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by BFSG, 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)
485
Value
$341.1K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of MDY by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026485$341.1K<0.1%00.0%UnchangedHolders
Q1 2026485$299.1K<0.1%00.0%UnchangedHolders
Q4 2025485$292.6K<0.1%00.0%UnchangedHolders
Q3 2025485$289.1K<0.1%00.0%UnchangedHolders
Q2 2025485$274.7K<0.1%00.0%UnchangedHolders
Q1 2025485$258.7K<0.1%00.0%UnchangedHolders
Q4 2024485$276.2K<0.1%00.0%UnchangedHolders
Q3 2024485$276.3K<0.1%−15−3.0%ReducedHolders
Q2 2024500$267.5K<0.1%00.0%UnchangedHolders
Q1 2024500$278.2K<0.1%00.0%UnchangedHolders
Q4 2023500$253.7K<0.1%00.0%UnchangedHolders
Q3 2023500$228.0K<0.1%00.0%UnchangedHolders
Q2 2023500$239.0K<0.1%−100−16.7%ReducedHolders
Q1 2023600$275.0K0.1%00.0%UnchangedHolders
Q4 2022600$266.0K0.1%00.0%UnchangedHolders
Q3 2022600$241.0K0.1%00.0%UnchangedHolders
Q2 2022600$248.0K<0.1%+600NewHolders
Q1 20220$00.0%−400−100.0%Sold outHolders
Q4 2021400$207.0K<0.1%+400NewHolders