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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Beacon Pointe Advisors, 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)
9,893
Value
$6.96M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,893$6.96M<0.1%+185+1.9%AddedHolders
Q1 20269,708$5.99M<0.1%+2,193+29.2%AddedHolders
Q4 20257,515$4.53M<0.1%−197−2.6%ReducedHolders
Q3 20257,712$4.60M<0.1%−1,127−12.8%ReducedHolders
Q2 20258,839$5.01M0.1%−326−3.6%ReducedHolders
Q1 20259,165$4.89M0.1%−261−2.8%ReducedHolders
Q4 20249,426$5.37M0.1%+522+5.9%AddedHolders
Q3 20248,904$5.07M0.1%−777−8.0%ReducedHolders
Q2 20249,681$5.18M0.1%+249+2.6%AddedHolders
Q1 20249,432$5.25M0.1%−196−2.0%ReducedHolders
Q4 20239,628$4.89M0.1%−412−4.1%ReducedHolders
Q3 202310,040$4.58M0.1%+438+4.6%AddedHolders
Q2 20239,602$4.60M0.1%+150+1.6%AddedHolders
Q1 20239,452$4.33M0.1%−299−3.1%ReducedHolders
Q4 20229,751$4.32M0.1%+924+10.5%AddedHolders
Q3 20228,827$3.54M0.1%−115−1.3%ReducedHolders
Q2 20228,942$3.69M0.1%−282−3.1%ReducedHolders
Q1 20229,224$4.52M0.1%+999+12.1%AddedHolders
Q4 20218,225$4.26M0.1%+39+0.5%AddedHolders
Q3 20218,186$3.94M0.1%−131−1.6%ReducedHolders
Q2 20218,317$4.08M0.1%−60−0.7%ReducedHolders
Q1 20218,377$3.99M0.2%––Holders

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