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Chesapeake Wealth Management

SEC CIK
0001730383
Latest filing
Aug 13, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Chesapeake Wealth Management, 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)
285
Value
$200.5K
% of portfolio
0.1%
Quarters held
4
Since Q1 2021
Holdings of MDY by Chesapeake Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026285$200.5K0.1%+285NewHolders
Q4 20210$00.0%−525−100.0%Sold outHolders
Q3 2021525$252.0K0.1%−785−59.9%ReducedHolders
Q2 20211,310$643.0K0.2%−5−0.4%ReducedHolders
Q1 20211,315$626.0K0.2%––Holders

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