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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Keystone Financial Group, 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)
6,364
Value
$4.48M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of MDY by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,364$4.48M0.3%00.0%UnchangedHolders
Q1 20266,364$4.04M0.3%−91−1.4%ReducedHolders
Q4 20256,455$3.89M0.3%+2,511+63.7%AddedHolders
Q3 20253,944$2.35M0.2%−2,468−38.5%ReducedHolders
Q2 20256,412$3.64M0.3%−29−0.5%ReducedHolders
Q1 20256,441$3.49M0.4%−1,411−18.0%ReducedHolders
Q4 20247,852$4.49M0.4%+1,868+31.2%AddedHolders
Q3 20245,984$3.41M0.4%+5,984NewHolders
Q2 20240$00.0%−5,984−100.0%Sold outHolders
Q1 20245,984$3.33M0.5%+127+2.2%AddedHolders
Q4 20235,857$2.97M0.5%−452−7.2%ReducedHolders
Q3 20236,309$2.88M0.5%00.0%UnchangedHolders
Q2 20236,309$3.02M0.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20226,309$2.79M0.6%00.0%UnchangedHolders
Q3 20226,309$2.53M0.5%00.0%UnchangedHolders
Q2 20226,309$2.61M0.5%00.0%UnchangedHolders
Q1 20226,309$3.09M0.5%00.0%UnchangedHolders
Q4 20216,309$3.27M0.5%00.0%UnchangedHolders
Q3 20216,309$3.03M0.5%−4−0.1%ReducedHolders
Q2 20216,313$3.10M0.6%00.0%UnchangedHolders
Q1 20216,313$3.00M0.6%––Holders

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