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Livermore
Livermore
ZHEN

Aquire Wealth Advisors, LLC

SEC CIK
0001745945
Latest filing
Aug 6, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Aquire Wealth 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)
446
Value
$313.7K
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of MDY by Aquire Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026446$313.7K0.1%+2+0.5%AddedHolders
Q1 2026444$273.8K0.1%00.0%UnchangedHolders
Q4 2025444$267.9K0.1%00.0%UnchangedHolders
Q3 2025444$264.6K0.1%−5−1.1%ReducedHolders
Q2 2025449$254.3K0.1%00.0%UnchangedHolders
Q1 2025449$239.5K0.1%+5+1.1%AddedHolders
Q4 2024444$252.9K0.1%00.0%UnchangedHolders
Q3 2024444$252.9K0.1%00.0%UnchangedHolders
Q2 2024444$237.6K0.1%00.0%UnchangedHolders
Q1 2024444$247.0K0.1%00.0%UnchangedHolders
Q4 2023444$225.3K0.1%00.0%UnchangedHolders
Q3 2023444$202.7K0.1%00.0%UnchangedHolders
Q2 2023444$212.6K0.1%00.0%UnchangedHolders
Q1 2023444$203.5K0.1%+444NewHolders