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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Integrated Wealth Concepts 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)
3,832
Value
$2.70M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MDY by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,832$2.70M<0.1%+2,091+120.1%AddedHolders
Q1 20261,741$1.07M<0.1%+780+81.2%AddedHolders
Q4 2025961$579.8K<0.1%−795−45.3%ReducedHolders
Q3 20251,756$1.05M<0.1%+700+66.3%AddedHolders
Q2 20251,056$598.2K<0.1%+33+3.2%AddedHolders
Q1 20251,023$545.8K<0.1%+42+4.3%AddedHolders
Q4 2024981$558.8K<0.1%+72+7.9%AddedHolders
Q3 2024909$517.8K<0.1%−610−40.2%ReducedHolders
Q2 20241,519$812.6K<0.1%−18−1.2%ReducedHolders
Q1 20241,537$854.9K<0.1%+3+0.2%AddedHolders
Q4 20231,534$778.5K<0.1%+440+40.2%AddedHolders
Q3 20231,094$499.6K<0.1%+2+0.2%AddedHolders
Q2 20231,092$523.1K<0.1%+600+122.0%AddedHolders
Q1 2023492$226.0K<0.1%−3−0.6%ReducedHolders
Q4 2022495$219.0K<0.1%+495NewHolders
Q2 20220$00.0%−484−100.0%Sold outHolders
Q1 2022484$237.0K<0.1%00.0%UnchangedHolders
Q4 2021484$251.0K<0.1%−1−0.2%ReducedHolders
Q3 2021485$233.0K<0.1%00.0%UnchangedHolders
Q2 2021485$238.0K<0.1%+10+2.1%AddedHolders
Q1 2021475$226.0K<0.1%––Holders

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