Skip to main content
Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Legacy 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)
15,938
Value
$11.2M
% of portfolio
1.0%
Quarters held
21
Since Q1 2021
Holdings of MDY by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,938$11.2M1.0%+60.0%AddedHolders
Q1 202615,932$9.83M1.2%+10+0.1%AddedHolders
Q4 202515,922$9.61M1.0%−1,175−6.9%ReducedHolders
Q3 202517,097$10.2M1.3%+17,097NewHolders
Q2 20250$00.0%−17,082−100.0%Sold outHolders
Q1 202517,082$9.11M1.0%+10+0.1%AddedHolders
Q4 202417,072$9.72M0.9%+70.0%AddedHolders
Q3 202417,065$9.72M1.1%+9+0.1%AddedHolders
Q2 202417,056$9.13M1.1%−20−0.1%ReducedHolders
Q1 202417,076$9.50M1.2%−371−2.1%ReducedHolders
Q4 202317,447$8.85M1.1%+517+3.1%AddedHolders
Q3 202316,930$7.73M1.2%+336+2.0%AddedHolders
Q2 202316,594$7.95M1.2%+70.0%AddedHolders
Q1 202316,587$7.60M1.4%−961−5.5%ReducedHolders
Q4 202217,548$7.77M1.4%+1,653+10.4%AddedHolders
Q3 202215,895$6.38M1.4%+8+0.1%AddedHolders
Q2 202215,887$6.57M1.4%+60.0%AddedHolders
Q1 202215,881$7.79M1.5%+8+0.1%AddedHolders
Q4 202115,873$8.22M3.0%−488−3.0%ReducedHolders
Q3 202116,361$7.87M3.1%−156−0.9%ReducedHolders
Q2 202116,517$8.11M3.3%+50.0%AddedHolders
Q1 202116,512$7.86M3.5%––Holders

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