Skip to main content

Clarus Wealth Advisors

SEC CIK
0001730149
Latest filing
Jul 9, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Clarus Wealth Advisors, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of MDY by Clarus Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−546−100.0%Sold outHolders
Q4 2024546$311.6K0.2%−13−2.3%ReducedHolders
Q3 2024559$316.3K0.2%−6−1.1%ReducedHolders
Q2 2024565$301.9K0.2%−178−24.0%ReducedHolders
Q1 2024743$399.7K0.2%−198−21.0%ReducedHolders
Q4 2023941$466.3K0.3%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 2023981$466.2K0.3%+113+13.0%AddedHolders
Q1 2023868$387.7K0.2%−98−10.1%ReducedHolders
Q4 2022966$442.9K0.3%+18+1.9%AddedHolders
Q3 2022948$391.0K0.3%+29+3.2%AddedHolders
Q2 2022919$384.0K0.3%+20+2.2%AddedHolders
Q1 2022899$427.0K0.3%+33+3.8%AddedHolders
Q4 2021866$441.0K0.3%−29−3.2%ReducedHolders
Q3 2021895$435.0K0.3%−17−1.9%ReducedHolders
Q2 2021912$451.0K0.3%+20+2.2%AddedHolders
Q1 2021892$434.0K0.3%––Holders

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