Divergent Planning, LLC
- SEC CIK
- 0001730787
- Latest filing
- Jan 12, 2026
MDY holding history
SPDR S&P Midcap 400 ETF Trust in every 13F filed by Divergent Planning, 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 Q4 2025 holdings
- Shares (Q4 2025)
- 76,242
- Value
- $46.6M
- % of portfolio
- 11.9%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 76,242 | $46.6M | 11.9% | +1,958+2.6% | Added | Holders |
| Q3 2025 | 74,284 | $44.6M | 11.9% | +4,041+5.8% | Added | Holders |
| Q2 2025 | 70,243 | $40.3M | 11.9% | +3,741+5.6% | Added | Holders |
| Q1 2025 | 66,502 | $36.2M | 12.0% | +1,574+2.4% | Added | Holders |
| Q4 2024 | 64,928 | $36.7M | 12.6% | +1,098+1.7% | Added | Holders |
| Q3 2024 | 63,830 | $36.3M | 13.5% | +1,904+3.1% | Added | Holders |
| Q2 2024 | 61,926 | $33.0M | 13.2% | +1,868+3.1% | Added | Holders |
| Q1 2024 | 60,058 | $33.2M | 14.0% | +2,601+4.5% | Added | Holders |
| Q4 2023 | 57,457 | $29.1M | 14.0% | +1,778+3.2% | Added | Holders |
| Q3 2023 | 55,679 | $25.2M | 13.5% | +2,080+3.9% | Added | Holders |
| Q2 2023 | 53,599 | $25.7M | 13.4% | +997+1.9% | Added | Holders |
| Q1 2023 | 52,602 | $24.1M | 13.6% | +52,602 | New | Holders |